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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: Victor Lazlo who wrote (765)10/18/2000 1:26:45 AM
From: Techplayer   of 2293
 
Victor, that may be the case in consumer goods, but not for the optical sector. Optical components, fiber, and in some cases boxes, are sold out for 2 quarters and more into the future as of right now. AVNX is supplying some of the biggest competitors in the space with its technology (CSCO, SCMR, Etc). the sector may take a short term hit, but it will remain relatively expensive to the rest of the market no matter what happens. tp
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