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Technology Stocks : Finisar - FNSR -- Ignore unavailable to you. Want to Upgrade?


To: D. K. G. who wrote (145)8/20/2000 5:43:51 PM
From: riposte  Read Replies (1) | Respond to of 509
 
Kevin Landis interview at TheStreet.com: FNSR mention.

thestreet.com

[SNIP]

Kevin Landis: One where we've pretty much finished our buying, that I can talk about it, is Finisar (FNSR:Nasdaq - news).

TSC: They took off this week.

Kevin Landis: They make the subassemblies. It would seem like making subassemblies is no big deal and that anybody could do it.

TSC: I've tried. It's harder than it looks.

Kevin Landis: [Laughter]

TSC: Seriously, how did you pick Finisar?

Kevin Landis: Think of it this way, Finisar's supplier list includes JDSU. Their customer list includes Brocade (BRCD:Nasdaq - news) and Cisco (CSCO:Nasdaq - news).

TSC: Those are companies that are doing a little business.

Kevin Landis: Yes. So Finisar is absolutely in that food chain. Their business is ramping up pretty much as fast as they can manage the growth. So that's pretty nice. They're right in that sweet spot.


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