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Technology Stocks : GSLI Lumonics -- Ignore unavailable to you. Want to Upgrade?


To: pat mudge who wrote (103)3/1/2000 7:55:00 PM
From: pass pass  Respond to of 328
 
GSLI is also a biotech play, can we say genomics? (eom)



To: pat mudge who wrote (103)3/3/2000 2:25:00 AM
From: brightlake2  Read Replies (1) | Respond to of 328
 
Pat,

Could you tell me what else you are following? I have read your great post at SDLI and MRVC thread.

When you goes to OFC at Baltimore, could you check out the booth by Digital Lightwave (DIGL) and Ditech Communication (DITC)? Ditech makes equipment for fiber as well, although I am not entirely clear as to how they are used. Ditech has blow out each of the last two quarters' earnings by an average of 27%. It also has tremendous sequential growth. It has a PE (backward EPS) of 131. Revenue and earning has grown more than 200% each of last two quarters. Ditech's current main equipment (main revenue source) is echo cancellation product. They are taking customers away from Telabs. I believe the future growth lies with their fiber product since the market size for echo-cancellation is limited. Hence, I would like to see if they have new products coming out and whether you believe they have good products.

Thank in advance.




To: pat mudge who wrote (103)3/10/2000 3:40:00 PM
From: Diana  Read Replies (1) | Respond to of 328
 
Hi Pat, Was anyone at OFC talking about GSLI?

I'm following your OFC comments on the other threads. Appreciate your insight.