Title Optical Communication: estimate revisions for Landmark, Truelight
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Title:Optical Communication: estimate revisions for Landmark, Truelight
Download File:Optical communication industry note_200612 -- sinopac.pdf 
Summary:We have revised our 2Q20 and 2020 estimates for Landmark (3081 TT) and Truelight (3234 TT) to reconcile for 1) sales of optical communication suppliers tracking ahead of our previous expectation, and 2) sales from data center applications trailing our expectation.
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