Collective Challenge:
If we use our collective minds, maybe we could come up with a semi-pro analysis concerning the VCSEL markets of II-VI, Finisar, Avago, ect. What do you guys think?
-Strengths & weaknesses of their individual verticals(who's best in what?).
-What markets(near-future) are they looking to dominate?
-Who's their clients?
-Capacities, profits, products
-What's their financials like?
-etc
It would have to be semi-organized in a legible way, so maybe a new thread for each company's DD on the board or in a Rainer style google drive doc.
Let me know your thoughts,
Cheers!