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Technology Stocks : Optical Communication Products Inc - OCPI -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (39)	11/17/2000 3:18:25 AM
From: neverenough	Respond to of 131

The valuations of many of these companies make them risky plays, but as I've said in recent columns, the best way to get into these stocks is to accumulate them during price weakness -- the exact scenario we've had in the last few weeks. They are crucial holdings as a group. Likewise, on the components level, the development of tiny, integrated optical devices will enable these bandwidth advances. A flood of optical-components companies are arriving on the scene. What does that mean for today's stock market? Companies such as JDS Uniphase (Nasdaq: JDSU) and its merger partner SDL (Nasdaq: SDLI) will continue to dominate until they are challenged in the public markets -- and right now, there are few significant challengers, other than Avanex (Nasdaq: AVNX), New Focus (Nasdaq: NUFO), and Optical Communication Products (Nasdaq: OCPI). redherring.com

To: 2MAR$ who wrote (39)	11/18/2000 3:43:55 PM
From: Jack Hartmann	Read Replies (1) \| Respond to of 131

Seems cheap enough, Mars, any the negative other than techs generally are sick. Good balance sheet and growth. Revenue -- Revenue increased 196.1% to $69.1 million in the nine months ended June 30, 2000 from $23.3 million in the nine months ended June 30, 1999. This increase was due substantially to an increase in demand from our existing customers and, to a lesser extent, to an increase in the percentage of our revenue represented by newer products with higher average selling prices, such as our OC-3, OC-12 and OC-48 transceiver products. Sales of our products for metropolitan area networks increased to 82.0% of revenue for the nine months ended June 30, 2000 from 58.0% of revenue for the nine months ended June 30, 1999. We do not expect that our rate of year-to-year growth in revenue will be sustainable in future periods, as the average selling prices for existing products may decline in response to product introductions by competitors or us, or other factors, including pressure from significant customers for price concessions. We believe that the increase in customer demand for our products in recent years reflects increased demand for components due to growth in the deployment of fiber optic networks worldwide. Jack