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Oclaro, Inc. Message Board

  • gray1808 gray1808 Mar 26, 2013 1:43 PM Flag

    New optical market cycle starting in 2013

    Traffic from wireless devices will exceed wired devices in 2014 with mobile IP traffic expanding at a 78% CAGR through 2016.

    The carriers worldwide are planning major expansions of their 4G mobile networks for this growth driven by video applications. The new LTE Advanced standard has mobile download speeds up to 1G.

    There is a rising tide for optical starting in the 2nd half of 2013 with strong optical market growth in 2014.

    Optical is a cyclical business and a new up cycle is starting in 2013.

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    • Gray,it's hard to believe the way this sector is being walked down.The only one that is positive today is AFOP,and they raised their guidance yesterday and the sector goes negative?The market could care less about FO right now.

      • 1 Reply to troutwilleatflies
      • While the analysts are positive about an optical upturn, it has not impacted optical sales yet.

        It is interesting that Larry Ellison of Oracle is starting to buy telecom software companies with two acquisitions recently. Oracle understands that there is a wave of investment coming to upgrade the mobile telecom networks.

        2014 should be a good year for optical stocks, but we will need to wait and see when the carrier plans actually hit the optical equipment companies.

 
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