Toby,
Thanks so much for your very informative post about the MBE and MOCVD processes. You certainly have a great deal of knowledge about this industry. I would be very interested in also hearing about other photonics investments (Corning, Tellabs, Lucent, Coherent, Uniphase, Newport, APA Optics, Nortel, Newport, etc.) that you think might be worthwhile, whether or not they might compete with SDL. BTW, it seems quite common in this industry for suppliers to compete to some extent with customers.
I would also be interested in hearing your view of SDLI's most recent quarter and your view on whether this represents a particularly auspicious time to invest.
Regards,
SC |
