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scruffynyc1

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scruffynyc1

Re: None

Monday, 04/16/2018 6:52:59 PM

Monday, April 16, 2018 6:52:59 PM

Post# of 61
Totolly overblown.

Great day to ADD shares.


Finisar and Lumentum each have about 2% exposure to ZTE. Our Lumentum estimate does not account for revenue from the Apple iPhone X into China. For Lumentum, 3D sensing sales were nearly 50% of the December revenue, and contribute over 25% of our 2018 estimate. Applied Optoelectronics has modest China sales that mostly come from its cable TV segment and no known exposure to ZTE.


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