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: neverenough who wrote (790)	10/18/2000 10:21:53 PM
From: Victor Lazlo	Read Replies (2) of 2293

<<I'm long 2 FO company's, AVNX and GLW. I have a time horizon of 10 years. >> i heard the same thing said re Dell a couple of yrs ago.... Early on in the retail .com boom, there were not enough .com stocks to meet investor demand, so each one that came public went bezerk. but then as more and more went public, investors began to realize how many of them there were, and how they were butting p against each other. And of course increasing supply of .com stock meant lower prices as there was not enough $$ to buy up all those ipo shares. Then, six mos after they came public, guess what? These retail .com co's had their ipo lockups expire, so all the VCs and insiders could sell and this bloated the floats. In 2000, a massive no of .com shares came out of lockup, and this has been one big reason for the unraveling they've had. And then the same thing happened with b2b .com co's. And then the same thing happened with linux software co's. And then the same thing happened on a lesser scale with fuel cell energy co's. And now we are about 50% of the way through this same cycle with optical co's. Victor

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