Between what OCLR
and LITE reported, the sector looks good. MACOM reported and got caught with their pants down. Sector took a huge hit as a result. Their call bodes very well for AAOI
though. They described what I saw at CES and are at least a full quarter behind AAOI
. People took their results as a negative, but didn't bother to read everything I suppose. AAOI
is in full control of 100G CWDM that they're just now realizing is what everyone wants. Stock will hit its 52-week low I'm sure. February 21 can't come soon enough for the added clarity. 9 days for shorts to cover. Time to grab some popcorn after next week for sure.