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Technology Stocks : GSLI Lumonics
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To: pat mudge who wrote (53)2/24/2000 7:03:00 PM
From: BMcV   of 328
 
Wow, Pat, nice to have you on the thread! Great job.

I listened too, and heard four things that I was looking for:

1) lots of analysts on the call, some from major brokerages

2) divestiture of lower margin products (probably printers?) and concentration on three higher margin segments.

3) precision optics for telecom as one of those areas of investment, including probably some smaller acquisitions. Lots of questions, lots of comments about this. Clearly has analysts' imagination.

4) mention of biotech scanner. They think they have 60-70% of the market for scanners working on the genome project. What they left unsaid wisely is that this still represents a small business and will probably remain so. Medical/research instrumentation is just too small a market for much growth.

Have some ideas on a new target I'll post later.

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