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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: Andy Yamaguchi who wrote (159)2/28/2000 2:06:00 PM
From: Andy Yamaguchi  Read Replies (1) of 2293
 
The theory for Interleave technology was published by someone 50 years ago. There are many ways to implement it. Therefore, there is almost no patent to protect it. As a result, AVNX is going to face huge competition which means lower margin in the future. BTW, the interleave technology is VERY EASY TO DO.
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