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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: Glenn Petersen who wrote ()6/26/2000 3:45:00 PM
From: Andy Yamaguchi  Read Replies (3) of 2293
 
GLW to supply Aerie $1B LEAF fiber. This LEAF fiber is the killer for AVNX's optical processor. By using the LEAF fiber, there is no need to use the optical processor. The leaf fiber makes the optical processor useless. This huge deal further indicated that the industry is going to move to LEAF fiber instead of using the optical processor. It is quite negative to AVNX's future growth.
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