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Author: value2growth Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 46  
Subject: Re: Big Picture Date: 3/23/2000 6:47 PM
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That's interesting news but not surprising. Olsen was talking about acquiring an additional $200 to $400mm in revs four months ago. Makes sense that a good portion would be in FO but I'm worried about his ability to grab significant FO capacity without serious dilution (FO was less than or close to 10% of sales last year). Then again, if you're known as an FO player, who cares if your acquisitions are dilutive or not.....I dunno. My guess is that Olsen will find a way out and soon. Wireless and FO are not too far over the horizon and a major shift in his portfolio of businesses would be a quite a feat (and present significant risk). One could predict that wireless will make serious adoption rate progression, at least in enterprise LANs and the last mile, within three years and for DSL to have come and be on its way out (in terms of explosive growth) within five. A less than compelling long-term proposition for this company but TYC (acq'd AFC, AMP, Raychem) and others want to be the dominant players in the networking cable and connector market. CDT is an independent jewel with considerable unrealized efficiencies. I think the next two years will be good for CDT with solid growth further elevating its valuation. The end game, in my view, is the company being acquired by the end of 2001.
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