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: Techplayer who wrote (213)	3/1/2000 12:14:00 PM
From: Andy Yamaguchi	Read Replies (1) of 2293

You can not compare optical networking system company with fiberoptic component company. Optical networking system is not the same as fiberoptic components. The components are relative easy to do while optical networking system is very difficult to do. For the components,some of the startup companies only have 3 people. System is much difficult. That is why so many companies coming out the interleaver DWDM in very short time. Also, the system company sells to ISP. Most ISP are quite "isolated". As a result, small system company is easier to stay in business. However, fiberoptics components all go to big OEM like LU/NT.., small one needs to go through qualification process, it is very difficult for them and it is very expansive even for OEM. Therefore, smaller players like AVNX have to fight to stay in business while JDSU/GLW/ETEK are going to get stronger and stronger. With so many upgrades from brokerages for AVNX, the institutions are selling into the upgrades now, the stock is really over valued comparing to other fiberoptics stocks. MACT is loosing. He is mad now. Just sell avnx shares to buy ETEK, he would be very happy in 3 months.

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