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: Gustaf who wrote (804)	10/19/2000 2:50:54 PM
From: not925	Read Replies (1) of 2293

Hey, if AVNX can ramp its Q/Q revenues like JNPR did in the past 8 quarters, then AVNX is currently priced very cheap. In addition to your comments, I would add the following ... JNPR has CSCO as a competitor in high-end core routers, AVNX's lambda-processing products are way ahead of the competition (by at least one year, perhaps more). AVNX's products are unique at this point in time. (In fact, in the 10K they said they don't have any competitions at this moment in time.) Do you have your notes from the last conference call? What were management's guidance at that time?

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