ACI Research has a core knowledge base on the following companies (and many more) acquired through 18 years of high tech research:

  Communications Equipment
   Optical Components

Adtran - ADTN
formal coverage  
Emcore- EMKR
formal coverage  
Alcatel-Lucent - ALU
formal coverage  
Finisar - FNSR
formal coverage  
Apple Inc - AAPL
formal coverage  
JDS Uniphase - JDSU
  Aruba Networks - ARUN
NeoPhotonics - NPTN
  Audiocodes - AUDC
formal coverage  
Oclaro - OCLR
  Aviat Networks - AVNW
  Oplink Communications - OPLK
formal coverage  
Blackberry Ltd - BBRY
  Brocade - BRCD
  Ceragon - CRNT
formal coverage  
Ciena - CIEN
  Advanced Micro Devices - AMD
formal coverage  
Cisco Systems - CSCO
Altera - ALTR

Corning Incorporated - GLW
  Applied Materials - AMAT

Ericsson - ERIC
formal coverage  
Applied Micro Circuits - AMCC

  Avago Technologies Ltd. - AVGO
formal coverage  
Juniper Networks - JNPR
formal coverage  
Broadcom - BRCM

Nokia - NOK
formal coverage  
Cavium Networks - CAVM

Riverbed Networks - RVBD
  Intel Corp. - INTC

Samsung formal coverage  
Marvell Technology - MRVL

Sonus Networks - SONS
  Nvidia Inc - NVDA

Tellabs - TLAB
formal coverage  
PMC-Sierra -PMCS

Zhone Technologies - ZHNE
formal coverage  
Qualcomm - QCOM

Skyworks Inc - SWKS

Content Delivery
  Texas Instruments - TXN

  Vitesse Semiconductor - VTSS

Akamai - AKAM

Limelight Networks - LLNW
  Netflix - NFLX
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