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Technology Stocks : Oclaro, Inc. (Avanex-Bookham)
OCLR 8.2600.0%Dec 10 4:00 PM EST
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To: r.edwards who wrote (1009)11/16/2000 12:55:49 PM
From: k_maxwell   of 2293
 
Great post. Wow. I liked your description of the "always-on" connections. I remember reading Gilder's "Intel of the Telecosm" article about Uniphase back in 1997 or 1998, and he described this very paradigm. On the capacity issue, think of a fiber optic cable as the Alaskan pipeline, meters wide, but current DWDM technology is only allowing a mere trickle of oil (lambdas)to pass through it. Think of all the end users as faucets, to turn on or off the neverending flow as they desire. Long AVNX and buying more.
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