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: Puck who wrote (328)	3/20/2000 1:27:00 PM
From: Andy Yamaguchi	Read Replies (3) of 2293

Every one is married with MCOM. AVNX is just one of them. However, as long as their future is in question and low production yield for hot DWDM products, no body can help. OEMs like MCI need reliable and cost effective products. That is the bottom line. Fiberoptics is a fast changing technology industry. Companies with a board range of offering of prouducts like ETEK ,GLW and JDSU are going to be the winner. AVNX only has 1 product is actually shipping with low production yield, the risk is quite high. As I discussed earlier, AVNX is facing big competition from the above big players. If AVNX wants to keep at this price, they shall have at least 20 products shipping not in pipeline. I guess same money managers read my post during the last weekend.

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