fibeReality, LLC的动态

We would not find it shocking, if executives at Finisar are secretly hoping that China's approval of the merger with II-VI is put off to the point of killing the deal, as the maturity level displayed by the top management of the latter remains unimpressive (please also see: https://lnkd.in/ewCkzSV). There is the continuing (please see: https://lnkd.in/eaU6sTa), childish notion of "irreversible mega trends" (mentioned twice during the call), the misguided implication that Finisar has a similar culture in "enagag[ing] employees at the core and in it [being] remarkably the same [to II-VI]," the CTO's similar type of hype, without adding enough from a technology differentiation standpoint, and the insensitivity to highlight an executive, who obviously had to accept a demotion. By far the worst judgement was demonstrated by repeating that the "largest driver of the gross margin is 3D sensing." The vendor should not have been ignorant of the fact that Apple did not take kindly to Lumentum in the past, raving about its projected profitability, with such components. https://lnkd.in/eR6FdFz