I would like any opinions on GSLI,{GSI LUMONICS)' yahoo stuff......... "GSLI goes Optical, DWDM, metro by: beyonder_10 4/17/00 10:58 pm Msg: 4257 of 4259 Listen to the ON24 interview on the JDSU site. Last mile, metro area fiber network... that is what GSLI does. Winston said this industry is exploding and GSLI is ready to meet demand.
From GSLI's 10K: Optical and Other Components
Telecommunications. We design and manufacture precision optical components used in dense wavelength division multiplexing (DWDM) technology for increasing the bandwidth of fiber optic networks. These networks have been used mostly for `long-haul' inter-city applications and, more recently, over short-range `metro' applications using optical add drop multiplexing. Our products select, shift or interleave very precise wavelengths of light, thereby increasing the bandwidth and efficiency of dense wavelength division multiplexing systems. These products require highly precise polishing and measurement technology to produce these components to exacting specifications that are critical to their performance. "IMHO,Gsli is at this moment, a most undervalued enterprise,.. in its peer group category !
......SALES...MktCAP...Price/Sales...Price/BkV
GSLI..275mm...550mm.... 1.63....... 2.87
SDLI..190mm...10.5Bil...52.30....... 24.30
ESIO..270mm....1.4Bil....5.30....... 6.03
AS YOU CAN SEE,GSLI is UNKNOWN{but about to be by IB reports coming out}AND UNDERVALUED.
Naturally, SDLI is in the fiber optic connectivity "hot sector", but GSLI's additional focus into such profitable areas, plus commitment to maintain profitable existing cashflow generating lines, makes this a compelling buy. The Growth prospects are excellent, and the valuation is extremely low. * these #'s are old(GSLI should do$450~500mm in Revs for 00) * biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com
!!!>"A syndicate of underwriters consisting of CIBC World Markets, Chase H&Q and Needham & Co. are managing the offering."<!!! WHAT DO YOU THINK CIBC's Report will say on soon to be released Qtrs increased Revs & Profits,(remember they already took GenScan charge offs last year)? Yes.., it will say BUY,because business "IS" INCREASING and costs "are" Lowered. What happens when revs rise and expenses are lower? Yes better earning and Free cashflow are generated. institutions taking positions> scudder.ca
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