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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: synchro_fan who wrote (8247)10/16/2000 10:15:30 PM
From: Jim Willie CB  Read Replies (1) of 65232
 
Corning could buy Avanex, sure
Avanex's Muxer would clearly be a jewel for an integrator
aint gonna be Ciena, since they have CoreDirector
might be Nortel

Cisco buying Avanex would be like Subaru buying Rolls Royce
aint gonna happen
the tail would wag the dog

probably an integrator will be eyeing Avanex
/ jim
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