"Again, it looks like HLIT is faced with stiff competition, but it's hard to know as this market is not very clearly defined for me."
Mark,
You may already know this information, but just in case I thought I would post it for you. It's a good summary of the photonics business. I have trouble figuring out the players too. There are, as you mentioned, lots of them at different levels.
Hope this helps,
MikeM(From Florida)
------------------------
Don't let photonics pass you by New tech frontier growing at the speed of light
SAN DIEGO (CBS.MW) -- If you don't know what photonics means, you probably have a hole not only in your vocabulary, but in your investment portfolio as well. While most technology stocks struggle against the debilitating effects of global economic uncertainty, this little-known industry is expected to grow five times faster in 1999 than in the previous year.
"I expect this industry to grow by leaps and bounds, and I know many others agree," gushed Ken Kelly, fiberoptics analyst for market research firm Dataquest. "It's still going through an evolutionary process, but it's got some revolutionary products. It's the way to go."............
cbs.marketwatch.com |
