The demand picture remains solid, while the supply side is still constrained for certain components, mostly for new and high-end components.
While the sector could remain volatile until then, we encourage investors to get back into these beaten-down optical leaders.
While maintaining its status as the dominant supplier of premium fiber and cable, Corning has emerged as one of the premier players in the red-hot optical networking space.
Despite the ongoing market correction in the telecommunications sector, we believe the fundamentals remain intact for the optical networking industry.
