Seeking Alpha

Andrew Schmitt » Comments » BKHM

  • CIENA and Bookham: A Good Match? [View article]
    Sorry for being flip. Nom de Plum described it well. Unless vertical integration results in a unique benefit (like Infinera) then it is of no value in the existing competitive environment.
    Sep 23 08:37 am |Rating: +1 0 |Link to Comment
  • CIENA and Bookham: A Good Match? [View article]
    You clearly don't understand how this business works.

    The last thing an equipment company wants is an optical company.
    Sep 22 08:48 am |Rating: +1 0 |Link to Comment
More on BKHM by Andrew Schmitt
Comments by Ticker
Andrew Schmitt's
Comments Stats
54 comments
Rating: 2 (5 - 3 )