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Non-Tech : Kirk's Market Thoughts

COHR 191.91

+0.5%

3:59 PM EST

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y2kate

To: y2kate who wrote (17957)	2/7/2024 9:56:45 AM
From: Kirk ©	3 Recommendations of 26834

This is well worth reading, just for the graphs. Coherent Corp. 2024 Q2 - Results - Earnings Call Presentation coherent.com COHR seems to be following the Avago/Broadcom/AVGO model. Look at page 12 & 13 for the Datacom AI transceiver market and growth rates. I originally bought Finisar for this market (the area I worked in at HP before Carly vaporized it and some of the people I worked with went to Finisar...)

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