Finisar - FNSR Message Board

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Technology Stocks : Finisar - FNSR

FNSR 23.77

0.0%

Sep 24 5:00 PM EST

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To: Andy Yamaguchi who wrote (159)	10/2/2000 8:30:18 PM
From: D. K. G.	Read Replies (1) of 509

Andy, fnsr's has been a more of LAN/SAN centered company. Although their most recent acquisition gets their foot in the telcom door. They maybe trying to further differentiate from the main business, which has been under margin pressure, while trying to sport a very high forward (02) P/E of 268. The future growth of the prospective markets fnsr is in looks good. Market Stats: corporate-ir.net corporate-ir.net corporate-ir.net Customer mix corporate-ir.net note ala’s decline as a % of total revenue Customers: corporate-ir.net Fnsr certainly has exposure in the telco area but more in LAN/SAN. As to the extent of the recent perception of a slow down in telcom spending I get conflicted reads.... C&W USA Halts Orders Till November zdnet.com WDM: Metro Market Takes Off lightreading.com Fiber Optic Metro/Access Euphoria Should Be Tempered by Service Provider Caution, Says New Report from Communications Industry Researchers. Message 14443642 Cisco's Optical Customers Face Delays lightreading.com Many research firms put out a bewildering array of stats like these and they are often contradictory. OTOH the C&W and CSCO article offers some concrete signs demand is robust. It may very well be the many of telcom and telcom-equipment stocks have been bid up even past the rosiest market outlook. Your past two post have stated your opinion. Tempered with what facts do you base it upon? I'm more interested in the latter. regards, dkg

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