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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 (211)3/1/2000 11:41:00 AM
From: Andy Yamaguchi  Read Replies (2) of 2293
 
after all the hpyes became clear, the best shot for AVNX's valuation would be 1/5 of ETEK's. There is no way that AVNX can have the equal market valuation of ETEK, unless they can catch up ETEK for product offerings-more than 50. Fiberoptics are all for OEM, the big one goes to bigger, the smaller one has to fight hardly to stay in business. AVNX is the one has to fight to stay in business. GLW/JDSU/ETEK are ones to get bigger and bigger.
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