Craig,
I know the time I put into research of upcoming bandwidth-related companies : WDM, ATM, optical networks, etc...
You seem more dedicated than I on this sector of investing, and I do appreciate your sharing of the information you find.
What are some of the stocks you are following (or own), if you don't mind my asking?
Three categories I'm trying to define:
1) WDM
2) Optical networking in general (fiber, WDM, ATM, cross-connects, etc..)
3) End components of either of the above two (lenses, filters, etc..)
To mention a few stocks that I think fit in these categories:
1) Cienna, Pirelli, Alcatel, Lucent, Nortel, Lightpath
2) Lucent, Nortel, Corning, ?
3) Corning, JDS Fitel, ???
The third category is where I'm having the most trouble finding.
Any responses will be appreciated!
Thanks,
Pete |
