Having looked at many other optic companies lately, I still have not found one with as much raw potential.
Prophet, I am glad you verbalized this. Coming from me, it might have sounded like hype. . .but I too looked hard at the optical plays and could not find a better choice. The market cap, the growth in revenues, the importance of the products they are developing and the impressive list of recent appointments is tough to beat.
But when comparing LPTHA to other optical plays in preparation for the big week ahead, the thing that kept coming to mind that set LighPath and LightChip apart from the pack was their headstart on product development. I would estimate that MOST of the optical plays are several years behind with their progress.
Prophet, I look forward to your watch list and appreciate the efforts.
Stay high and dry. . . I know how violent that Southern California weather can get. . .having lived their for 10 years. Nashville is perfect today. . .about 70 degrees, not a cloud in the sky. . .flowers popping up everywhere, blooms starting on the trees and the nectarine tree looking like it is beautifully dressed for a prom. [see how our 17 yr old girl affects my metaphors]
Rande Is
EDIT: I just saw your list. . . I very much like your set of criteria. . .and I'll be watching that group with special interest. . . also, JDSU is releasing 30 new products this week. . . which should be good for 20 points [seriously]. . .and I am hoping that Lucent releases a working model of their "all-optical" network. . . THAT would change everything. Those like GLW, FBCE, MOLX and AFCI are more into supplying the raw fibre. . . but that is increasingly critical. . .especially in light of recent shortages. . . ANTC, ADAP and HLIT could surprise with announcements. . . Still holding LU, ADAP, LPTHA, IFCI, MSCC. . also been trading GLW, HLIT and JDSU. . .but will look into your POCI and NEWP. . . as for FBCE. . .that is beginning to look like the sleeper of the lot. . . no doubt due to its OTC & foreign status. |
