Jan. 3 at 6:56 PM
$CRDO FWIW---The acquisition by Astera of Xscale Photonics puts the company in a position to capitalize on this optical transition when it happens, which will likely happen in 2028 or 2029. The optical interconnect market can be considered a long-term play, not an immediate revenue maker. ( guidance for the 12/31 quarter was so so --253 mil up very little from 9/30 quarter---however, they are expected (? ) to have a better 3/31 quarter---also, what did they pay for the company ( no info ) and what were the sales ? ( no info )---I own both ALAB and CDRO but CDRO guidance was over 300 mil and has a lower PE--FWIW and has a better outlook FWIW and IMO--do ur own research--AAOI is teh llatest