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Strategies & Market Trends : Sharck Soup

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To: Sharck who wrote (1481)	9/20/2000 6:34:40 PM
From: johnsto1	Read Replies (1) of 37746

Ok...here's my 2 cents FNSR...(with all the optics out there FNSR could become a serious breakout story )Also from my perspective on Landis he isn't a short term trader...I think he takes a position in companies he believes to be undiscovered but will be experiencing compounded growth %'s moving forward... ...from yhoo biz.yahoo.com Finisar Corporation is a provider of fiber optic subsystems and network performance test systems which enable high-speed data communications over Gigabit Ethernet-based local area networks and Fibre Channel-based storage area networks. For the three months ended 7/31/00, revenues rose 96% to $27.2 million. Net income totaled $3.2 million, up from $1.3 million. Results reflect increased sales of optical subsystems and increased interest income. thestreet.com 8-19-2000 [SNIP] Kevin Landis: One where we've pretty much finished our buying, that I can talk about it, is Finisar (FNSR:Nasdaq - news). TSC: They took off this week. Kevin Landis: They make the subassemblies. It would seem like making subassemblies is no big deal and that anybody could do it. TSC: I've tried. It's harder than it looks. Kevin Landis: [Laughter] TSC: Seriously, how did you pick Finisar? Kevin Landis: Think of it this way, Finisar's supplier list includes JDSU. Their customer list includes Brocade (BRCD:Nasdaq - news) and Cisco (CSCO:Nasdaq - news). TSC: Those are companies that are doing a little business. Kevin Landis: Yes. So Finisar is absolutely in that food chain. Their business is ramping up pretty much as fast as they can manage the growth. So that's pretty nice. They're right in that sweet spot. [REMAINING TEXT DELETED] Note: I re-opened a position Monday before the close. j1

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