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Technology Stocks : Spectran (SPTR)...Speaking of White Hot Lately

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To: Steve Lokness who wrote (541)4/18/1997 8:41:00 PM
From: YORE   of 1147
 
Steve,the construction of the expansion to the existing facility is
3/4 complete(estimated)The production at the existing facility is at
around the clock,7/days/wk including holidays.In other words 100%
usage.
Demand for fiber is is much larger than supply.GLW,and LU are building addition
additional capacity also.I understand that the margins for fiber has
increased also and that is the reason for the increased earnings for
GLW.Because of the SPTR's improved margins and significant
increases in production rates and yields IMO I expect SPTR earnings
to come in above the FIRST CALL estimate of 17 cents.



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