NeoPhotonics (NPTN +5.2%) and Alliance Fiber (AFOP +4.2%) close up strongly after SA contributor...

NeoPhotonics (NPTN +5.2%) and Alliance Fiber (AFOP +4.2%) close up strongly after SA contributor Inflection Point Investing argues the optical component vendors are plays on the 100G optical networking boom, while making a fresh bull case for Infinera (INFN +1.6%). IPI points out NeoPhotonics mentioned in May it's seeing strong 100G component sales, and that it "supplies to seemingly every big vendor in the optical space." Regarding Infinera, the firm is encouraged by Ciena's (CIEN +2.2%) earnings call remarks about "seeing a strong uptick" in 100G optical demand, with U.S. carriers leading the way. (previous)