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Technology Stocks : Lightpath Technologies: LPTH New WDM player -- Ignore unavailable to you. Want to Upgrade?

To: James Bowser who wrote (899)	4/25/2000 2:58:00 PM
From: James Bowser	Read Replies (1) \| Respond to of 1219

<< Wholesale? What is the the distributor discount? Total piece parts sold last year? What is LPTHA's current production yield? What revenues do YOU predict since legally LPTHA cannot do that? What kind of gross margins? When does the cash burn stop? >> The wholesale and distributor discount issues are irrelevant in my mind. Each customer and each deal will carry it's own terms, so there is probably not one "correct" answer to this question. Many of the products LightPath is working on wiht end users are customized and hence each carries it's own cost and price. Production yield for what? Collimators, Laor switches, lenses? I don't think this is a figure that LP gives out anyway. The guidance I've been given indicates that LightPath could do $40 million in revenues next year and will have 50% gross margins and be cash flow positive in the 4th quarter of this year.