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Technology Stocks : Spectran (SPTR)...Speaking of White Hot Lately
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To: Grainne who wrote (1061)2/27/1998 7:56:00 AM
From: Larry S.  Read Replies (3) of 1147
 
Christine, I am not qualified to attempt an explanation of LEAF technology in fibre. It appears to be a breakthru product and over time, more and more of the fibre manufactured will be in this form. For the present though, i would expect that 1. it will be a lot more expensive 2. will be in limited supply and 3. that many applications will not need this higher capacity fibre. I am not aware that sptr has this capability at this time, and would have to negotiate with corning to get permission to manufacture it.
As far as supply/demand, the reason SPTR is <10 and Corning is around 40 is because of the change in the supply/demand picture. Yes, demand is going thru the roof, but supply is increasing at a greater rate than demand, so fibre is becoming more of a commodity, with pricing pressures, etc.
I think SPTR needs to spend more time in this area, possible dipping to 6-8 and then basing before it will become attractive to me. This stock has a history of settling in the single digits for longer than most people will believe. Something has to change in the supply demand equation for this stock to move. Of course, someone could come in and buy them and that would change things in a hurry. I would think a buyout would be in the 14-18 range. Larry
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