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Non-Tech : Kirk's Market Thoughts
COHR 143.02+3.5%3:59 PM EST
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To: Jerome who wrote (1411)6/13/2014 7:46:13 AM
From: w0z  Read Replies (3) of 26551
 
With a company like FNSR I would have two questions that need to be answered. 1) Are the products produced by FNSR market leaders? 2) Do I have confidence in the current management team to continue owning this stock?
1. Yes. FNSR is growing market share in most segments and should continue to do so. Products and growth was not the issue this quarter but execution was.

2. Conditional yes. As long as Rawls remains I have confidence but at age 68 I'm not sure how much longer he'll stay. From listening to many CCs and presentations, I do not have the same confidence in Gertel...he's simply not on top of things like Rawls.

There was a rumor in early April (see below) about CSCO wanting to buy FNSR for something like $27-28. Given Rawls' age, I wonder if he might seriously entertain handing over the reins to his largest customer and retiring. I do have concerns that this might cause problems with other FNSR customers who are CSCO competitors.

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