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Non-Tech : Emcore Corporation (EMKR)
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To: semi_infinite who wrote (228)6/21/2001 8:33:46 PM
From: J Fieb  Read Replies (1) of 640
 
Ray T., The adages I have read most often are.

1. Never catch a falling knife.

2. The street is always right.

But SI is my teacher and I think the street is a lumper.

As in there is one market. There is one tech market. There is one kind of semi company. One kind of optics company. I think they have hit EMKR because of the troubles in the telecom world. JDSU is an optics company. The street likes to use only one brush to paint the whole picture.

I have decided to use this to my own advantage. EMKR has a lot of intellectual capital on optical semi's, but has NONE of the troubles of many optics players. They are nascent. There is no inventory overhang of ANY of their current products. Storage IMHO is a long term no brainer, but yet they agonize over whether it might be 10G FC, or 10G GE, or even Iband. EMKR is agnostic. It will flourish no matter which or even the more likey of all in their own space. Now if EMKR should be able to grow the top line and the bottom line during these hard times they will be in a very small group of companies. That alone should give them a lot more attention than they currently get. Whenever telecom optics takes a hit and they also hit EMKR unduly, I will be picking up a few more shares for my family.

The market lumps, but the prudent investor will sort. I hope it pays big $$ to keep things separate rather than lump.

PS For weeks now I have watched the volume on EMKR. Almost none. Today 1.5 million. Where did it come from?
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