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Needham's top networking/optical picks: LITE, FN, OCLR, ANET, GIMO

2015-12-31 04:02:12| Telecom - Topix.net

Though a fan of optical networking hardware vendors Ciena , Infinera , and Xtera , Needham's Alex Henderson thinks many component makers have more 2016 upside . "We see more upside to revenues, better margin leverage, and more room for valuation improvements with the component names.

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