Darspal S Mann
Long/short equity, growth at reasonable price, special situations, deep value

For Applied Optoelectronics, Technology Waves Are Getting Stronger

Applied Optoelectronics (NASDAQ:AAOI), in the coming quarter, is uniquely positioned to benefit from two of the fastest growing networking technology trends - data centers and Fiber To The Home (FTTH). Revenue, in the coming months, from the company's Data Center segment may continue on its high growth trajectory, while FTTH may add another layer of growth on top of that.

On the supply side, the company has just increased its credit line, after raising additional capital in March, to increase production capacity and working capital, which is after advancing its planned capital expenditure spending, and on the demand side, initiatives like the Google's (GOOG) planned rollout of 1GB/ second FTTH in more than 30 cities, provide...

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