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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: Glenn Petersen who wrote ()2/7/2000 1:09:00 PM
From: Andy Yamaguchi  Read Replies (1) of 2293
 
APAT is shipping 50 Ghz DWDM filter. APAT's technology is better than AVNX's. APAT uses fiber grating method which can achieve 25 Ghz or lower channel spacing. It is also cost effective. APAT is still very cheap. AVNX has 68 Millions shares while APAT only have less than 15 Millions shares. AVNX does not have 50 Ghz yet. Insider own 97% of the shares the stock is going to down sharply after 6 months when the lockup period expired. Smart money will switch from AVNX to APAT.
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