Facebook, Amazon Capex Looks Juicy for Infinera, Applied Opto, Says Raymond James

Tech Trader Daily
By Tiernan RayApr 29, 2016, 8:44 pm212 pts
Focusing on the two of the only big tech companies not to have disappointed this earnings season, Raymond James communications analyst Simon Leopold today writes Amazon (AMZN) and Facebook (FB) spending trends look good for suppliers such as Arista Networks (ANET), Infinera (INFN), and Applied Optoelectronics…

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