U.S. Optical Firms Dominate Supercycle As Chinese Competition Lags

Chinese competition dogs the likes of Apple (AAPL), HP (HPQ), Cisco Systems (CSCO), Intel (INTC) and many other U.S. companies -- but not so much the makers of fiber-optic components, especially at the high-end of the market.

That's a good thing for optical component makers such as Acacia Communications (ACIA), Lumentum Holdings (LITE), Finisar (FNSR), Oclaro (OCLR), and NeoPhotonics (NPTN), which aim to ride a so-called "supercycle" that some analysts expect could last more than two to...

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Apple [+]    AAPL [+]    HPQ [+]    Cisco Systems [+]    CSCO [+]    Intel [+]    INTC [+]    Acacia Communications [+]    ACIA [+]    Lumentum Holdings [+]    LITE [+]    Finisar [+]    FNSR [+]    Oclaro [+]    OCLR [+]    NeoPhotonics [+]    NPTN [+]   

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