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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (1842)	9/25/2000 8:00:11 AM
From: johnsto1	Read Replies (1) \| Respond to of 37746

2MAR$... yes it was about perspective,glad it helped,also it's now about the Hyper-growth undiscovered new guards out there...FNSR has a real chance to be one w/over 90% growth for 6 years running... -FNSR a technical marvel clearstation.com w.clearstation.com/ -Interview with the CEO from FNSR from 9/14/2000 Conference... radiowallstreet.com FNSR...gaining market share,profitable for 12 years straight,sales up 90% last 6 years,sales up 96% so far 2000,Biggest Customer EMC,JDSU,LU and BRCD customers,300 million in the bank... -OBV looking for breakout soon... askresearch.com. -fwiw...Kevin Landis Buying FNSR also thestreet.com 8-19-2000 [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. [REMAINING TEXT DELETED]