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Technology Stocks : Bookham Technology
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To: manny t who wrote (348)4/22/2004 8:30:51 AM
From: Mahatmabenfoo  Read Replies (1) of 376
 
Isn't the problem with BKHM that it's an exciting company; and an aggressive one (with its acquisitions and consolidations)... but:

1. it's losing money, and they day when it will stop losing money is not known, and to stay in the game it must maintain high R&D...

2. Silicon electronics have been more resilient than anyone anticipated -- BKHM's products aren't always superior even on speed grounds.

I like BKHM, but it's not really going to go anywhere until it's profitable -- and that date is so unknown, BKHM may not get there.

Right or wrong? (I'm no engineer, or optical biz expert).

- Charles
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