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Technology Stocks : Ouster (OUST)

OUST 27.71

-12.6%

Nov 4 3:59 PM EST

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From: Sam	12/25/2020 9:42:03 AM
	of 247

LITE has participated in several conferences over the past month. I highly recommend watching/listening to some of them. They are suppliers to LIDAR vendors, among others. IMHO, the component business should be better than the lidar business for awhile because consolidation has already taken place and the leaders like LITE are more visible. The "sell the bullets rather than fight the war." Although there should be huge trading opportunities in the LIDAR companies. Here are some links. Go to past conferences for multiple links here: investor.lumentum.com Start with the RJ conference, here: investor.lumentum.com Then do the Barclay's and MKM presentations, although there is obviously some repetition. IMHO, although they have had a great run, "the best is yet to come".

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