LUMENON - THE FUTURE OF PHOTONICS Message Board

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Technology Stocks : LUMENON - THE FUTURE OF PHOTONICS

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To: Don Johnstone who wrote (34)	2/11/2001 12:16:53 PM
From: jim heger	Read Replies (1) of 41

here's something that bears watching- biz.yahoo.com the contract manufacturers (SLR, FLEX, JBL, et.al.) have raised huge sums to seize the outsource opportunities coming their way. but they don't confine their ambitions to electronics - the optical component business must look to flex like it fits with its "core competency" these are fast growing , aggressive companies who have as major customers the likes of LU, CSCO, NT. a favorite of mine is Plexus (PLXS) in Neenah, Wis. they have Ciena for a 10% customer. i won't be surprised to read of more deals like this flex purchase as these guys try to keep ahead of each other. looking forward to a contract announcement - with $$$$ attached. jim

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