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My mid-year review of NPTNINTRO Here's my semi-annual exercise to see if I remember why I own the stocks I own, and so I can check back and see if their stories have changed. I post in case it helps others too. Neophotonics NPTN ($0.321B Mid2017) Neophotonics is a high-tech electronic company that attracted me because of its work in electro-optical switches, a key element of increasing the bandwidth of the Internet. The more we stream, the more old hardware has to be replaced with faster switches. While revenues have been increasing > 40% in the last 4 years, and the net income is trending to positive, the stock has dropped ~ 30% since I bought it near its 1H17 peak. I'll continue to research the company to see if the disappointing quarter was a bit of bad luck or reason to believe there will be downward trend. (Returning To Stock Screening - https://trimbathcreative.wordpress.com/2017/02/21/returning-to-stock-screening/) DISCLOSURE LTBH but only just begun in 2017 as I switched from GigPeak's buyout and into NPTN (I've also collected links to the other discussion boards and my other stocks over on my blog http://trimbathcreative.wordpress.com/2017/06/30/semi-annual-exercise-mid-2017/)
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