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Strategies & Market Trends : Value Investing
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To: Graham Osborn who wrote (58142)10/7/2016 8:51:40 PM
From: Spekulatius  Read Replies (3) of 78697
 
I know this business a bit and I would not define IPGP as the "Gorilla". I think there are very competent competitors (Coherent and others), and the Chinese are trying to break into the "performance" segment that IPGP has a strong position in. Also and maybe more importantly, many of their customers are becoming more vertically integrated and building their own lasers, because that is where a lot of the know how and differentiation is. Quite a few end users are very good at building their own lasers and won't sell them to anybody else.

So in my book, they are a contender. It's a very driven company with strong technology, but they live and die by the performance of their products - there is no inherent brand name that makes their customer buy their products just by name recognition.
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