*OT* Gabriel....already own BRCM...looking to add CREE and HLIT....any thoughts about those two..
I thought JDSU (I have a small position) did well....shares have become diluted (something like 800m outstanding), so harder to produce bang-up upside EPS surprises...but revenue growth was outstanding (40% q-o-q)...they are on the path to being the true gorilla in the optical space...have to be monitored, of course...but growth in that sector is going to be undeniably terrific for years to come...also, they supply the components to Lucent, Nortel, etc...a growing business, more outsourcing to come...I think they are worth the premium....I guess one has to own somebody there...and I can't get out-of-my-head that Corning comes from old-economy roots...I figure (like Lucent) that will come to affect them for years to come (although their report was outstanding, as you said)..
Also, am looking at LHSP, GMST, JNPR, ITWO, CMNT...any thoughts? |
