Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 178.34

-10.2%

Dec 12 9:30 AM EST

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To: robert b furman who wrote (16543)	8/16/2023 11:01:32 AM
From: Kirk ©	of 26769

I'm not sure who is the leader. Some of the people I worked with went to Finisar which became II-IV that bought Coherent and took that name. Others stayed and were eventually spun off as Avago which has the ticker AVGO but took the name "Broadcom." My guess is both are leaders and competitors and there could be a few others. It will be informative to listen/read the conference call notes. If the CEO says they have more AI related data center orders than they can currently build and they have to plan and add capacity... it could rocket as an AI play... but if they are just using the AI name to stop the sell-off... we'll see.

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