Lightpath Technologies: LPTH New WDM player Message Board

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Technology Stocks : Lightpath Technologies: LPTH New WDM player

LPTH 6.800

+1.6%

Nov 17 3:59 PM EST

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To: Tim Bagwell who wrote (343)	1/8/1998 4:14:00 PM
From: craig crawford	Read Replies (1) of 1219

<< As a component vendor they will be squeezed for profit margin as time goes on unless they can reduce costs >> How so? Who is going to compete with them on price/performance? << But cost reductions only go so far especially in a high tech area. >> Cost cutting in high tech is a fact of life. C$CO just announced price cuts and so did INTC. Even the best companies have to deal with that problem. How will it be different for UNPH? << 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. >> More profitable? Are you suggesting that their profits are weak right now? UNPH has posted strong profit gains. UNPH has taken many steps to insure their future viability. They acquired IBM's laser enterprise from Zurich along with it's 50 employees (14 of them PH.D's). UNPH just bought Indx who is considered to be a pioneer in the creation of Fiber Bragg Gratings. UNPH has been dealing with lasers for a long time now and has a broad array of patents. I guess I just don't understand how you think they are not well positioned for the future. Now as for price...that's another matter. UNPH is priced for everything to go smoothly. If they mess something up they will come down in a hurry.

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