Jack, yes JDSU is probably the Lucent of this next decade, but LPTHA was the stock I was referring to when I said, "the real thing", as compared to APAT. APAT reported decreasing revs and seems to be having trouble coming up with a product. . . making it similar to LPTHA a year or two ago, when it was a penny stock. . . yet APAT sells at nearly $50 bucks and has a $434 mil market cap. . . . . which is way over priced compared to LPTHA. . .which has important products, increasing revs, lower market cap and is still undervalued for the sector, IMO.
However, the optics sector is still being defined by the street. We know that two leading pure plays in the emerging "optics" sector are GLW [which just bought OPTX and 2 foreign companies] and JDSU, [which was the leader in "fibre optics componentry", then it bought ETEK and OCLI now it has moved into the lead in the optics sector, too]. . . . . .other pure plays are ETEK, OCLI, OPTX [all soon to be off the market], SDLI, LPTHA, etc.. . .all in the optics basket. . . LU, CSCO, etc. are majors that would be the clients to this group. . .thus benefiting from the technology.
Always best to invest in baskets whenever possible. We just happened to find LPTHA when it was just a baby.
Rande Is |
