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Strategies & Market Trends : Value Investing
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To: Lazarus who wrote (24528)8/6/2006 8:02:29 PM
From: Spekulatius  Read Replies (2) of 78753
 
DYSL - being in the industry myself somewhat i have a hard time seeing a manufacturer a commodity like fused silica blanks prosper. Lot's of larger competitors out there - Corning, Schott and a couple of Japanese suppliers - all of them being 100x or more larger. Looks like they are serving niche markets or reselling and finishing stuff from above companies. I never really heard about this company before. Maybe the Optometrics business will do what their core business can't.
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