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Technology Stocks : GSLI Lumonics

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To: john p. carney who wrote (28)	2/22/2000 2:18:00 PM
From: BMcV	Read Replies (1) of 328

Hi John, Don't really have a clear target in this crazy market. I had been looking for 25-30, based on the earnings of the original companies. But both the bioanalysis system and the fiber optics business could make the thing worth much more. From reading the Yahoo thread, it looks to me like no one really has a clear idea how competitive GSLI is in those areas. I know if I were running a company with strong core laser technology, and saw how the fiber optic business was going, I'd try to hitch on. Maybe the earnings report will give some guidance. The semi-equip cycle and the recovery in their other businesses make this one plenty attractive as a turnaround. Based on last Q's surprise, the backlog announced then, and the numbers the semi-equips (including the most direct competitor in that space, ESIO) have reported, I'm looking for a big surprise on the 24th that will push the stock past 20. My guess as to the recent strength is that some hedge fund or somebody with some bucks is betting the same way. Glad to see on the PAIR thread that you picked up more at 11. I bought a little more myself around 12. Let's hope we can outperform PAIR!

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