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: Andy Yamaguchi who wrote (324)	3/20/2000 3:09:00 PM
From: Puck	Read Replies (1) of 2293

I think your analysis of AVNX's optical processor's competitive position relative to advances in relegating optical dispersion to higher wavelengths of light overlooks a fundamental aspect of the market. If you completely discount AVNX's ability to advance its optical processor line to keep up with the market for leading edge fiber, there is still a huge installed base of older fiber network that will not become upgraded overnight that would benefit from the product AVNX currently has on the market. It is much more economical and practical and realistic for a company like WCOM just to purchase AVNX's processors and install them in the gigantic network of older fiber already in existence than to replace of the existing cable with Corning's new cable that, in the great scheme of things, is only a very minor advance. Of course these networks will be upgraded or replaced but the process will be evolutionary and take place over the next decade. AVNX is the only company that has a product that can be added to the existing infrastructure to address wavelength dispersion. This business opportunity will be ongoing for some years.

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