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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (11281)5/12/2021 10:48:43 PM
From: Sun Tzu  Read Replies (2) | Respond to of 26780
 
I am not asking for a recommendation.
I am asking if they are substantially in the same business.
The news was that LITE is seeing a 25% reduction in global sales and I want to know to what extent this is specific to them or affects everyone (not just IIVI).



To: Kirk © who wrote (11281)5/25/2021 12:30:44 PM
From: Sun Tzu  Read Replies (1) | Respond to of 26780
 
BTW, I should have trusted my instincts and bought a ton of LITE...it would have been a great trade.