Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 198.51

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Dec 11 3:59 PM EST

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To: robert b furman who wrote (16543)	8/16/2023 2:37:43 PM
From: Kirk ©	Read Replies (2) of 26763

This conference call is well worth reading. seekingalpha.com After just the first few questions, my take is they have $200M more AI related datacom orders than they are comfortable counting for FY 2024 because they don't have the capacity and supply chain locked up. It is possible they could get that done in the next quarter. If it was Nancy Pelosi as the CEO, I'd say they sandbagged now because their yearly options price this week after Q4 earnings were announced...

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