Hey Sharck,
FNSR)good entry here; -1,$31
Strong block buying
Earnings will blow the doors off again 11-21
FNSR
Interview with the CEO from FNSR from 9/14/2000 Conference...
radiowallstreet.com
FNSR...gaining market share,sales up 96% so far 2000,Biggest Customer EMC,JDSU,LU and BRCD customers,300 million in the bank...
*Kevin Landis interview at TheStreet.com: FNSR mention.
[SNIP]
Kevin Landis: One where we've pretty much finished our buying, that I can talk about it, is Finisar (FNSR:Nasdaq - news).
TSC: They took off this week.
Kevin Landis: They make the subassemblies. It would seem like making subassemblies is no big deal and that anybody could do it.
TSC: I've tried. It's harder than it looks.
Kevin Landis: [Laughter]
TSC: Seriously, how did you pick Finisar?
Kevin Landis: Think of it this way, Finisar's supplier list includes JDSU. Their customer list includes Brocade (BRCD:Nasdaq - news) and Cisco (CSCO:Nasdaq - news).
TSC: Those are companies that are doing a little business.
Kevin Landis: Yes. So Finisar is absolutely in that food chain. Their business is ramping up pretty much as fast as they can manage the growth. So that's pretty nice. They're right in that sweet spot.
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