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

To: Kirk © who wrote (27207)	1/30/2026 11:00:47 AM
From: Elroy	Read Replies (1) \| Respond to of 27228

Not sure why COHR is up. The big news yesterday is that MU news and the SNDK news. That's memory. Not sure how data center photonics interfaces with data center memory, I would think not so much. The enterprise NAND SSD market is the place to be for the next few years. But I think most of that business when supplies are tight go to the NAND makers themselves, because if some outside party makes a super duper enterprise SSD the NAND makers just rape them on memory prices and encourage the buyers to instead buy for the memory maker. I don't really understand COHR that well. I don't even know what percentage of their sales is data center. All I know is the stock price goes up. I'll listen to the call Wednesday and learn a bit. I sort of wonder since demand is so high why their gross margins are only about 40%. Can't they raise price.....a lot? Do you happen to know if there is a high value component that goes into their products where the component maker gets higher gross margins than COHR? LITE is somehow involved in this space, but I'm not sure how yet. LITE makes lasers, perhaps they supply lasers to COHR for building photonics things?