OCLI - Optical Coating Laboratory Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : OCLI - Optical Coating Laboratory

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sam Citron who wrote (11)	8/27/1997 12:47:00 PM
From: jjs64	of 74

SC; I've been looking at OCLI for about 9 months, and listened to the replay of the last conference call. It was, to me, a confusing call. I spoke to Sheila Ennis at H&Q, the analyst who covers OCLI, she wasn't even on the call, and does not have a good relationship with the company. However, H&Q does have a good banking relationship with OCLI (or so I've been told). On the numbers I think OCLI is cheap, but I dont own any yet. Why? The problems at OCLI seem to be production related. The machinery and processes are extremely complex and even with very very smart people they do have trouble. (Reminds me of KMAG) Another problem is the SICPA/FLEX situation. SICPA is in receivership in Switzerland and OCLI would like to buy their stake in FLEX back (according to CFO). They are proposing a bizarre financing for FLEX (a bond + OCLI warrant deal) that while I dont have the details sounds like it is not in our best interests as shareholders. Finally, the BASF litigation may be an unnecessary distraction for management. Anyway, that's my input on OCLI. As for the gratings, Joe Strauss at JDS Fitel told me that Gratings could become very important, eclipsing filters in time. Later; Joe

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next