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Technology Stocks : Oclaro, Inc. (Avanex-Bookham)

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From: Glenn Petersen11/17/2018 10:21:33 PM
   of 2294
 
Lumentum: Pros And Cons Of The Oclaro Buyout

Jul. 8, 2018 12:44 PM ET
by: Business Quant
Seeking Alpha

Summary

-- Lumentum's pending acquisition of Oclaro is looking a lot less attractive now.

-- Oclaro has a significant exposure to the Chinese market, along with the problem-ridden ZTE, which presents a significant political risk for shareholders of both companies.

-- It's probably in the best interest of Lumentum shareholders if their company renegotiated buyout related terms, or ditched the deal altogether.

More at link

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