Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Mani1 who wrote (138961)	8/24/2001 11:44:59 AM
From: TimF	Read Replies (3) \| Respond to of 1580478

On taking a quick look at LMNE its P/S ratio is about the same as JDSU's so I guess its not cheap either. But if it is more focused in the metro area and if it has a competitive advantage there it could be a better investment. I don't know enough about the company to tell (basically my entire some of information about LMNE is from your post or SIs quote, profile, and financials pages. Tim

To: Mani1 who wrote (138961)	8/24/2001 1:17:33 PM
From: tejek	Read Replies (1) \| Respond to of 1580478

JDSU is sure the biggest optical component company. But strangely enough, it is not that cheap. Long term I like LMNE more. It is also pure component but it is concentrated on the Metro area (kinda like the last mile) which is still very under developed. There is a lot of dark fiber (unutilized capacity) waiting for customer. I think optic guys in the back bone area will have a much slower recovery. Mani, this is a Noam Lotan company. You know he doesn't belive in making a profit. Probably has great technology but will still below $5 so long as it doesn't make money.....until, of course, the next bubble. ;~)) What is he doing with all the money? ted