on 12-Oct-2026 12 October 2026 US Networking & Communications Equipment LITE & COHR: Illuminating the Optical Debate - Top investor questions and feedback from our initiation Daniel Zhu +1 917 344 8309 daniel.zhu@bernsteinsg.com On 9/29, we initiated coverage on the US Networking & Communications Equipment sector (US Networking: Scaling the bandwidth wall. Initiating with a positive view). Investor feedback on our initiation on the Optical Module sub-sector (LITE & COHR) has centered on a number of key deba ...