1...Thursday, December 30, 1999...LPTHA, STOCK OF THE MONTH@Dayinvestor.com "ATT's Small Cap Bet For Optical Networks?"..."more importantly according to LightChip, some of their key technology is licensed from LPTHA"
5..."Stephen J. Barna to Join LightPath Technologies, Inc. As Vice President of Marketing and Sales...Mr. Barna has previously served with Lucent Technologies, AT&T Network Systems and AT&T Bell Laboratories for the past twenty years."
the real question here is no longer whether it would go up or down. It is now HOW HIGH it will climb ultimately. Let's just sit back and relax. Enyjoing a PLEASANT RIDE up straight from the bottom.
See, the momentum crowd flocks into the right places. But a tad later then those who did all the DD digging up the facts. And the momo type's profits are way smaller than ours. Digging up facts & tying the loose ends together can get unrewarded for a very long time and can be pretty fustrating. Given this background I honestly understand the frustration some are eager to vent - they might feel that all their honest work being unrewarded, sort of "stolen" from them.
In fact I greatly appreciated all the DD that August, H, S, RJ and many others posted here. But pls. understand that this is a PUBLIC equity market not a private VC portfolio. Investing in LPTHA is open for everyone willing to join the party.
...buying LPTHA at these prices is like buying an IPO at deep discount prices...so much to look forward to with the likely LightChip IPO and all the great promise that LPTHA themselves have...let's not forget, that Ripp didn't come on board with LPTHA to preside over a 14.6% stake on LightChip...there's a great deal of promise here!
I was fortunate enough to buy qcom and unph late 98 because I was looking for growth companies with a track record of good growth.
I found tlab also which has had a good year by any meausure other the the explosive growth that we have recently seen in many issues.
Here are my picks and what i will pick up this week.
Optics: JDSU(11/98) LUMME(11/99) POCI (12/99)
Wireless: QCOM (11/98)
Linux/Unix: YARC (11/99) TESI (11/99)
I want to add:
Optics: LPTHA OPTX
Wireless: IDC PUMA ADVC
Any critisism of my picks and my timing is appreciated.
I would had loved to have found a LPTHA earlier but the methodology of coming across this type of company EARLY is beyond me. I would appreciate any info you have on your methods of finding companies before they leave the gate.
In addition if anyone would like to add projected market caps for LPTHA or any of the above issues than that would be appreciated also.
As we know, the planet is being rewired and "photonics" is the future, as recently said by highly successful venture capitalist John Doerr of Kleiner Perkins Caufield & Byers. And any fiber optic company with good technology is sure to be snapped up rather quickly. One only needs to look at the recent purchase of OAK by GLW, Qtera by NT and CSCO's purchase of Pirelli's optical networking business...all within the last couple of months.