Leroy Groffier
@LeroyGroffier
the action is the juice
加入 March 2017
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OPTICAL / CPO Negativity: Optical names didn't get much boost from Computex and are underperforming during the correction. Some negativity on CPO rollout related to manufacturing yields noted by MS today. Not what the names needed (admittedly, CPO not directly relevant for all). FOCI $3363; LANDMARK $3081; SANTEC $6777; FURUKAWA $5801; SEI $5802; YOFC $6869
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