SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Newport Corp.NEWP...lasers..semi..mfg...equipment..
NEWP 2.100+1.0%10:01 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Stuart D. Brorson who wrote (17)4/19/1997 8:46:00 AM
From: Sam Citron   of 174
 
Stuart,

I finally got through to SDL last night once everyone on Wall Street went home for the weekend. Timing is everything. A summary appears at techstocks.com

You might be interested in this:
Their margins on chipsets and pump modules are similar %-wise but pump modules go for 3x the price and ship in 1/2 the volume. Estimates SDL has 20% of 980 nm pump module market (LU, OAK (Lasertron Div.), and NT rounding out the field).

Regards,
SC
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext