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Fabrinet Deserves A Higher Multiple [Seeking Alpha]

FABRINET (FN)  More Company Research Source: Seeking Alpha
Last fabrinet earnings: 5/7 04:15 pm Check Earnings Report
US:NYSE Investor Relations: investor.fabrinet.com/investor-relations
PDF Summary Fabrinet (NYSE: FN ) is a contract manufacturer that's mostly in the optical networking business. But the company has a broader portfolio of products. Besides optical components, it also produces a variety of sensors and lasers. Part of what it does is partnering with big customers for specific manufacturing jobs (where the customer finances the specific capital equipment) and design partners such as MACOM Technology Solutions (NASDAQ: MTSI ). Rumor has it that Fabrinet and MACOM are partnering to supply-specific products (like 100G transceivers) for Amazon's (NASDAQ: AMZN ) datacenters, competing with the likes of Applied Optoelectronics (NASDAQ: AAOI ). From The Fly (our emphasis) : Fabrinet has won a project involving a coarse wavelength-division-multiplexing 100G product for Amazon's cloud unit, Amazon Web Services , research firm Needham reported. Fabrinet's stock is rising after the note was issued, while the shares of App [Read more]

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