J P M O R G A N North America Equity Research 05 May 2024 Hardware & Networking C1Q Optical Preview: COHR Appears Best Placed; FN to Deliver; LITE with High Risk-Reward The amount of interest in the Optical ecosystem and more specifically in the IT Hardware/ Telecom & Networking Optical component manufacturers that will be reporting on Monday and Tuesday Equipment is much higher than anytime historically. While the average Hardware investor has Samik Chatterjee, CFA AC historically avoided the Optical compo ...