No. of Recommendations: 1
Don't have time to read the link till later, so maybe they discussed this:
the fiber connectors, in my experience, do not wear out. So I can
totally see a surge in sales of connectors, but I don't think it
leads to recurring annual sales,longterm. My 2nd last stint before retirement was turning up fiber optic equipment for a large telecom company. And it used a lot of fiber optic jumper "cables". But it was pretty rare for one of these jumpers to go bad and need replacement.
As new equipment is added to the data centers, all of it will need fiber connectors, no question about it. But as the old saying goes, trees do not grow to the sky. And data centers equipment installs will eventually reach saturation. And maybe that takes a few years, but the installs will slow. Corning stock at ath levels, so they will need explosive growth to keep accelerating that market cap.
Anybody's guess as to how long that lasts.
