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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?


To: John Pitera who wrote (48911)8/16/2000 2:21:28 PM
From: The Phoenix  Read Replies (1) | Respond to of 63513
 
I've started a Gary on Optics file

YIKE!! now I'm on record...

Yes indeed - A's PE looks great. Remember however that
A derives much of their revenue from test a measurement. Last I checked the breakdown was:

60% - Test and Measurement
20% - Semiconductor
10% - Healthcare solutions
10% - Chemical Analysis

The optics business is currently run under the semiconductor group - I'm not sure how much of this number is optical components but my guess is that today it's a pretty small number. That all said - as you know - it's optics baby! ;) Can A turn this into a signficant business. Do they have the focus? Don't know.

OG