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<ul><li>Severe cyclical downturn impacting broadband/optical telecom equipment vendors</li><li>Author believes ADTN has significant upside potential of 2.5x-5x from current price</li><li>Expectation for ADTN to reach $1-$1.50 EPS power over next two years, confident in company's ability to manage tight liquidity situation without diluting shareholders</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Severe cyclical downturn impacting broadband/optical telecom equipment vendorsAuthor believes ADTN has significant upside potential of 2.5x-5x from current priceExpectation for ADTN to reach $1-$1.50 EPS power over next two years, confident in company's ability to manage tight liquidity situation without diluting shareholdersThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Adtran Holdings Inc (ADTN) - Friday, Mar 15, 2024

United States

NETGEAR, Inc. provides networking products designed for small businesses and homes.  The Company's suite of products enables small businesses and homes to share Internet access, peripherals, digital content, and applications among multiple personal computers and other Internet-enabled devices.  NETGEAR markets and sells its products through distributors to a network of resellers.

Clearfield, Inc. designs, manufactures and markets a variety of fiber optic and copper components to the data communication and telecommunication industries. The Company's products include fiber distribution systems, optical components and fiber and copper cable assemblies that serve Fiber-to-the-Home (FTTH), large enterprise, and original equipment manufactures markets.

Applied Optoelectronics Inc. manufactures advanced optical semiconductor devices. The Company designs and produces diode lasers, photodiodes, transceivers, photodetectors, analog lasers, and optical subsystems. Applied Optoelectronics caters to the fiber optic communication, telecommunication, satellite broadcast, and wireless sectors.

CommScope Holding Company, Inc. operates as a holding company. The Company, through its subsidiaries, provides end-to-end solutions connecting technology and wireless and wired networks. CommScope serves customers throughout the world.

Ribbon Communications Inc. develops communication software. The Company provides session border controllers, diameter signaling controllers, policy and routing servers, media and signaling gateways, cloud, and mobility solutions. Ribbon Communications serves customers worldwide.

Bel Fuse Inc. designs, manufactures, and sells products used in networking, telecommunication, data transmission, and automotive and consumer electronics. The Company's products include magnetic components, fuses, delay lines, and thick film hybrids.  Bel Fuse operates facilities around the world.

KVH Industries, Inc. designs and manufactures products that enable mobile communication, navigation, and direction sensing through the use of its proprietary in-motion satellite antenna and fiber optic technologies. KVH serves multiple markets, including military navigation and stabilization and mobile satellite communications for vessels, RV's, and automobiles.

Silicom Ltd. designs, manufactures, markets, and supports multi-port gigabit-ethernet server adapters. The Company sells its multi-port gigabit-ethernet server networking adapters including its bypass adapters mainly to original equipment manufacturers.

Comtech Telecommunications Corp. designs, develops, and manufactures technology electronic products and systems.  The Company's communications products are used worldwide for voice, data, facsimile, and video transmissions at microwave frequencies in satellite, over-the-horizon microwave, terrestrial line-of-sight, and wireless telecommunications.

Digi International Inc. provides communications adapters that enable open systems, server-based applications.  The Company also produces local area networking products.  Digi markets its products through a global network of distributors, systems integrators, value added resellers, and original equipment manufacturers.

Shenzhen SDG Information Co., Ltd. manufactures and markets optical cables, optical fibers, communication equipment, electrolytic condensers, and electronic components.  The Company also provides paging services sells beepers, provides cable television services.

Gemtek Technology Corp. manufactures and markets wireless local area network (WLAN) personal computer memory card interface adapter (PCMCIA) cards, wireless gateways, wireless routers, access points, and other related wireless products. The Company also  provides wireless solutions.

Tongding Interconnection Information Co., Ltd. produces and sell local telecommunication cables, optical cables and railway signal cables.

Tongding Interconnection Informtn (002491 CH)

Huizhou Speed Wireless Technology Company Limited develops, manufactures and sells wireless communication terminal antennas. The Company's main products include mobile phone antennas, notebook computer antennas, AP antennas, and satellite positioning terminal antennas.

Huizhou Speed Wireless Technology (300322 CH)

Unizyx Holding Corp develops, manufactures, and markets communication products. The Company's main products are broadband products, modems, integrated services digital network (ISDN) modems, ISDN terminal adapters, routers, and network equipment.

Kingsignal Technology Company Limited develops, manufactures and sells coaxial high end radio frequency cables. The Company's main products include semi-flexible cable, low-loss cable, stable phase cable, military series cable, semi-rigid cable, and corrugated cables.

Henan Splendor Science & Technology Company Limited mainly designs, develops, manufactures and sells computer monitoring equipment and other electronic products.  The Company also sells telecommunications equipment, electronic devices, and instrumentation.

Henan Splendor Science&Technology (002296 CH)

Zero One Technology Co., Ltd. operates as a distributor to market network software and hardware.  The Company sells products of Microsoft, Cisco, Novell, Lotus, Oracle, Seednet, Computer Associates, Symantec, Trend, Xircom, and IBM in Taiwan.

Beijing Jiaxun Feihong Electrical Company Limited provides communication equipment and solution.  The Company also provides its customers with technical support, product sales, after-sale services as well as technical assurance amongst other services.

Beijing Jiaxun Feihong Electrical (300213 CH)

Lanner Electronics Inc. manufactures and markets industrial personal computers. The Company's products include full size single board computers, half size single board computers, rack mount chassis, industrial backplane, embedded single board computers, and network security platforms.

Adtran Holdings, Inc. operates as a holding company. The Company, through its subsidiaries, focuses provides networking and communications equipment that enables voice, data, video and Internet communications across any network infrastructure. Adtran Holdings serves customers worldwide.

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ADTRAN Holdings (ADTN US)

Adtran Holdings Inc (ADTN) - Friday, Mar 15, 2024

Severe cyclical downturn impacting broadband/optical telecom equipment vendors Author believes ADTN has significant upside potential of 2.5x-5x...

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