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valuemind

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valuemind

Re: wadegarret post# 107833

Tuesday, 10/10/2023 9:02:46 AM

Tuesday, October 10, 2023 9:02:46 AM

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I do not know much about AAOI. Seems it has low margin broadband business and has lost money in the past 5 years. Microsoft has been its customer for many years, along with Amazon and Meta. Why do you think the new deal with Microsoft might produce better margin?
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