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Oclaro: Yes, This Time It’s Different in Optical, Says Cowen

Cowen & Co.’s Paul Silverstein has been attending the European Conference on Optical Communications in  Düsseldorf, Germany, and came away with some encouraging news for fiber-optic component suppliers, particularly, Oclaro (OCLR): “This time, it’s different." Yes, he knows that’s a very dangerous thing to say, given past busts in optical, but this particular “cycle” in optical communications is “broader, stronger, and of longer duration than in past.
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