$Applied Optoelectronics(AAOI)$ Insider Monkey had a piece speculating that Friday's sell off in optical stocks was really just a sector-wide move in sympathy with Marvell falling on questions about its chip deal with Google. The article pointed out that the sell off didn't make much sense since Marvell's optical business was doing fantastic. Their takeaway was that the optical sector sell off was unjustified.
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