Subject: Re: Amphenol
Amphenol is a play on the data center buildout story.
They reported Q4, good #'s, beat expectation, good guide.

Interesting. Used to work (40+ yrs ago) at a company building competing machines to Amp. So I have a pretty good idea of what they did then AND what they do now. No real idea how competing brands/mfrs are making comparable tooling and/or cable assemblies, but it is not (to me, at least) rocket science. We built a specialized machine to use to the custom tooling manufactured by an Amp competitor. We sold them steadily, but not in large numbers. They mostly went to independent/free-lance companies, but did sell 20 of them (two orders of 10 machines each) to China in 1984-1985 as part of a large production line being set up (and then expanded?) in China.

Took a quick look to see if the brand of tooling produced was still known, and am not seeing it. It may have been acquired/merged/whatever or gone out of business. Don't remember the exact brand name, so can't search for it specifically. A search for Amphenol competitors does NOT bring up the name (in any way/form), so will need to let the name "pop up" when I let it percolate a while. It will usually come up. When? No idea.