Optical Component Consolidation - Part I

Andrew Schmitt — Wed, 04 Jun 2008 21:47:19 +0000

Just as the market abandoned hope of consolidation it strikes. The dust has settled from the merger announcement between Finisar and Optium and in plain terms it is a brilliant move. Finisar is already a leader in the industry but this puts them in an even stronger position than before. This series of posts looks at why it is happening, who benefits, who loses, and suggests what is likely to happen next.

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Live by the Boom, Die the Boom

Andrew Schmitt — Fri, 21 Mar 2008 18:30:58 +0000

Emcore was skewered this week by a blog post highlighting the questionable nature of some of it’s solar contracts, and the skittish solar money ran for the exits.

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Nyquist Capital » EMKR

Optical Component Consolidation - Part I

Live by the Boom, Die the Boom