|Lumentum: Pros And Cons Of The Oclaro Buyout|
Jul. 8, 2018 12:44 PM ET
by: Business Quant
-- 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.
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