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Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?


To: Boplicity who wrote (1090)12/5/1997 9:43:00 AM
From: TERRY MURPHY  Respond to of 21876
 
Precision Optics (POCI) is working on a WDM optical filter that it will sell to big players like LU,CIEN,UNPH,etc. The filter technology is the enabler in WDM and there are huge margins available as a result. I like LU and I am always looking for other telecom/WDM plays. POCI has spent the last year investing in infrastructure so most of the fixed costs are now behind the company. The company has stated that it will have a prototype ready by year end and will ramp up production in the first calendar quarter of 1998. With the market caps of companies like LU and CIEN fetching $billions,I don't see POCI's current $25 million cap lasting for long. Hope you find
it interesting....Terry