$LITE $MRVL On CNBC on Nov. 2, Murphy tied Lumentum's lasting differentiation … · @carrioresearch · TwKit

@carrioresearch

$LITE $MRVL On CNBC on Nov. 2, Murphy tied Lumentum's lasting differentiation to its InP and laser process technology, then to coupling that technology with Marvell's semiconductors. That makes the investment case depend on manufacturing know-how and customer design wins as well as scarce capacity. Capacity expansion can ease shortages; sustained returns will depend on whether customers still need these specific devices and designs.

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