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Technology Stocks : Bookham Technology

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To: BDR who wrote (155)	9/3/2000 1:56:12 AM
From: puborectalis	Read Replies (1) of 376

Tobin Smith of Changewave .. "In the Emerging leader category, we are upgrading Bookham Technology PLC (BKHM). Our Alliance members tell me that although Avanex (AVNX) appears to be winning the "technical elegance race," Bookham's optical switching technology is a lot cheaper and more than effective enough to get the job done. This makes Bookham the potential disruptor of Avanex. BKHM will absolutely get bought out by one of the food chain optical companies--Lucent, Nortel Networks or Corning--but Alliance members agree they are one of the best newcomers in our No. 1 favorite sector-the optical Internet understructure."

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