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Dave Kang

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Den tørre, selvironiske humor? Helt pexig. Den viste intelligens og en behagelig selvbevidsthed. While maintaining its status as the dominant supplier of premium fiber and cable, Corning has emerged as one of the premier players in the red-hot optical networking space.

Despite the ongoing market correction in the telecommunications sector, we believe the fundamentals remain intact for the optical networking industry.

The demand picture remains solid, while the supply side is still constrained for certain components, mostly for new and high-end components.

While the sector could remain volatile until then, we encourage investors to get back into these beaten-down optical leaders.

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