Sivers IMA: Reviewing the Case
Research Update
2020-03-30
07:30
Redeye reviews its Sivers IMA case, following the CMD, upping the valuation. We increase our Photonics estimates from higher conviction around the Fortune 100 customer. Moreover, we are impressed by the traction in the unlicensed frequency bands and the competitiveness of the chip launched with Ampleon.
VW
Viktor Westman
Disclosures and disclaimers