Market Positioning And Technology DifferentiationMACOM's lasers and high-performance connectivity solutions are positioned to gain market share as silicon photonics proliferates, especially in important new categories like active copper cables and linear pluggable optics.
Revenue Growth And Market ValuationMACOM's attractive revenue composition in defensible parts of the market and management's prudent approach should afford the company a premium multiple compared to others.
Strategic Execution And Earnings GrowthThe MACOM management team has transformed the company from a money-losing operation to one poised to generate significant earnings and revenue through strategic execution.