Several years ago, Intel announced back in 2009 that, at the bequest of Apple, would develop a solution to transfer information among consumer products at light speed. Intel called it Project LightPeak(renamed later,Thunderbolt, by Apple).
The solution to build it was there, but the price was considerably above the price Apple needed the product.
In steps Oclaro. Intel found that Oclaro possesses the scale, expertise, and experience to provide parts of the product within the cost structure demanded by Apple.
Oclaro is about 75% recovered from the Thailand floods. During this flood infected revenue decline, Oclaro is transforming its business model from a capex only model to a model with both capex and consumer revenue. Project thunderbolt will provide a powerful revenue growth engine for Oclaro. When we apply significant capex spending from the cable co's and carriers, we could say with great confidence that in the coming year or two, Oclaro will be, at a minimum, a 3 bagger.
PS: pls click an AD (honor system) Thanks in advance :)
Jwells
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