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Technology Stocks : ADC Telecommunications -- Ignore unavailable to you. Want to Upgrade?


To: MikeM54321 who wrote (1187)10/21/2000 9:51:55 PM
From: FBarron  Respond to of 1944
 
Thanks for the info... I just listened to the recent SDLI conference call and similar laser pumps referred to in your info were talked about in their conference call. They sounded very sure of the business they are doing in that area...so sure they are increasing five fold their production capacity and production area. If the figures your report refers to were accurate at the time, it would be interesting to see the increase in that part of the business in next month's earnings report. As it relates to the overall (about 17%), any increase there would also be interesting. It seems as though the optical investments are lighting up, so to speak, even though ADCT seems to be going against the sector.



To: MikeM54321 who wrote (1187)10/22/2000 7:12:30 AM
From: Mao II  Respond to of 1944
 
Mike: I recall reading somewhere that ADCT's optical biz was growing at a 150 percent rate and was expected to accelerate. Perhaps someone else can confirm that. The company has certainly moved aggressively in this area, which has been one of the fundamental attractions. That said, competition is heating up in a major way. Not all these optical companies and units are going to be able to maintain their stellar growth. M2