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Technology Stocks : Lightpath Technologies: LPTH New WDM player
LPTH 6.920+1.8%10:09 AM EST
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To: craig crawford who wrote (337)1/8/1998 3:52:00 PM
From: Tim Bagwell  Read Replies (2) of 1219
 
Craig,

UNPH sells a handful of components to CIEN primarily a modulator. As a component vendor they will be squeezed for profit margin as time goes on unless they can reduce costs. But cost reductions only go so far especially in a high tech area.

Eventually, they need to branch also into new businesses that are more profitable They may be able to do this but I don't see what it is yet.

Do you know what their R&D budget is being spent on?
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