Silicon photonics doesn’t scare Finisar
Amid the usual give-and-take during yesterday’s analyst call, Finisar Executive Chairman of the Board Jerry Rawls was asked for his views on the potential threat silicon photonics poses to his business. Finisar’s (NASDAQ:FNSR) shares tumbled when Jefferies & Co. analyst James Kisner used the occasion of Intel’s silicon photonics update at the Open Compute Summit in January to downgrade Finisar’s stock. When it comes to silicon photonics, it would appear Mr. Rawls is not impressed. At least not yet.