nach Verlust neu eingestellt - Kauflimit 31,80
"Applied Optoelectronics, Inc. (AAOI), designs and manufactures advanced optical devices, components, subsystems, laser transmitter and fiber optic transceivers. AAOI targets four end markets that are all driven by significant bandwidth demand fueled by the growth of network-connected devices, video traffic, cloud computing and online social networking. Its customers primarily consist of large internet-based (Web 2.0) datacenter operators such as Amazon, Microsoft and Alibaba, to whom it supplies optical transceivers that plug into switches and servers within the datacenter and allow these network devices to send and receive data over fiber optic cables. The rapidly rising bandwidth consumption has forced the internet datacenter market to transition to higher speed and longer range server connections such as 100G fiber optic equipment. AAOI was the first to market and volume with 100G equipment and is a top provider and cost leader of fiber-optic access network products. ..."
https://seekingalpha.com/article/4112687-applied-optoelectronics-diamond-rough
... kürzlich wurden allerdings die Prognosen gesenkt, weil der Kunde Amazon das Auftragsvolumen massiv reduziert hat. Amazon spielt bekanntlich gerne Machtkämpfe um bessere Konditonen ...
Subdi stimmt am 07.12.2017 der Buy-Einschätzung von Subdi mit dem Kursziel 90$ zu.
Überschrift: Subdi stimmt der Buy-Einschätzung von melinda zu
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"Applied Optoelectronics, Inc. (AAOI), designs and manufactures advanced optical devices, components, subsystems, laser transmitter and fiber optic transceivers. AAOI targets four end markets that are all driven by significant bandwidth demand fueled by the growth of network-connected devices, video traffic, cloud computing and online social networking. Its customers primarily consist of large internet-based (Web 2.0) datacenter operators such as Amazon, Microsoft and Alibaba, to whom it supplies optical transceivers that plug into switches and servers within the datacenter and allow these network devices to send and receive data over fiber optic cables. The rapidly rising bandwidth consumption has forced the internet datacenter market to transition to higher speed and longer range server connections such as 100G fiber optic equipment. AAOI was the first to market and volume with 100G equipment and is a top provider and cost leader of fiber-optic access network products. ..."
https://seekingalpha.com/article/4112687-applied-optoelectronics-diamond-rough
... kürzlich wurden allerdings die Prognosen gesenkt, weil der Kunde Amazon das Auftragsvolumen massiv reduziert hat. Amazon spielt bekanntlich gerne Machtkämpfe um bessere Konditonen ...
Subdi stimmt am 07.12.2017 der Buy-Einschätzung von Subdi mit dem Kursziel 90$ zu.
Überschrift: Subdi stimmt der Buy-Einschätzung von melinda zu