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tkg

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Alias Born 07/17/2013

tkg

Re: None

Saturday, 07/22/2017 11:16:32 AM

Saturday, July 22, 2017 11:16:32 AM

Post# of 196795
There's an article I'm trying to access on AAOI (Applied Optoelectronics) in Yahoo Finance and was wondering if anyone can open and share it.

Title:
[$$] An Existential Threat to Fiberoptics Makers?

Barrons.com Barrons.comJuly 21, 20171 Comment
Amazon and the rest, for example, are buying lasers and other parts at a furious clip to equip their ever-expanding data centers, as this column recently noted (“New Internet Winners: Broadcom, Finisar,” July 8). The pace is so intense, and supplies have gotten so tight, that Amazon is bypassing traditional vendors and effectively manufacturing the parts itself. It has struck a deal with contract manufacturer Fabrinet (FN) and Macom Technology Solutions Holdings (MTSI), a maker of components, to design and build fiberoptic transceivers, the part that couples a fiber strand to a digital network.

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