Oclaro, Inc. (Avanex-Bookham) Message Board

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Technology Stocks : Oclaro, Inc. (Avanex-Bookham)

OCLR 8.260

0.0%

Dec 10 4:00 PM EST

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To: zebraspot who wrote (767)	10/16/2000 12:45:47 PM
From: Gustaf	Read Replies (1) of 2293

MSDW research report on Avanex There is a new research report by Alkesh Shaw & David Jackson from Morgan Stanley, dated Oct 12. At first I thought the report was about the fiber optic sector, but it turns out to be 24 (twenty-four) pages on Avanex only ! I cannot copy the content, but imo this report explains to investors very well the significance of Avanex's technology and its relatively "cheap" valuation today. I do not think, that analysts really have a handle yet on this company's financial outlook and we might see some upward revisions following this week's earnings. Gustaf (long common & calls / short puts)

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