Oclaro, Inc. (Avanex-Bookham) Message Board

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Technology Stocks : Oclaro, Inc. (Avanex-Bookham)

OCLR 8.260

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Dec 10 4:00 PM EST

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To: Andy Yamaguchi who wrote (301)	3/16/2000 3:49:00 PM
From: Andy Yamaguchi	Read Replies (1) of 2293

CORNING's accouncement today is very negative to AVNX's optical processor. AVNX's optical processor compensates distance related-dispersion for the wavelength for optical signal. CORNING's new fiber is having almost zero dispersion for the wavelength which means that by using CORNING's new fiber, there is almost no need to use AVNX's optical processor. In addition, CORNING has developed new fiber with negative slop for the dispersion so that the dispersion can be cancelled. CORNING just announced that the order for their new fiber increased significantly this Q. It is very negative to AVNX's OPTICAL PROCESSOR. Next week, I will discuss it in detail technically.

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