Список проголосовавших за комментарий " Broadly positive sentiment, normal concerns — Reit Buy on Opticals — Needham (9.52)Needham hosted a full slate of Optical names and attended the <strong>INFN</strong> and <strong>CIEN</strong> analyst meetings. Sentiment was broadly upbeat with most companies noting numerous demand drivers and a broadening of end market demand. <strong>OCLR</strong> and <strong>FN</strong> were the most upbeat. China was a key topic and there seemed to be a pretty strong conviction that demand would likely start to show in CY2Q and ramp into a strong CY2H. Most agreed Metro after a slow CY16 is finally starting to ramp. Similarly Data Comm 100G is expected to ramp sharply with new form factor 100G products likely sold out through at least the end of CY17. 5G was often mentioned as another positive driver. They reiterate their Buy on the Optical group with particular focus on <strong>FN</strong>, <strong>OCLR</strong>, <strong>LITE</strong>, and <strong>FNSR</strong>. Strong BUy: SBI, <strong>LITE</strong>, <strong>FN</strong>, <strong>OCLR</strong>, <strong>FNSR</strong>, <strong>NPTN</strong>, <strong>INFN</strong>; Buy: <strong>ACIA</strong>."