R
Sep 7 at 09:06 AM
Guidance raises off actual bookings are a different animal from a stock just being up. Ciena's Q3 revenue was already +37% and data center is now 79% of the book, so this isn't a story that needs Marvell or Lumentum to also work out for it to be right. Worth separating "Ciena beat" from "the whole networking basket ripped."
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