Oclaro, Inc. (Avanex-Bookham) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Oclaro, Inc. (Avanex-Bookham)

OCLR 8.260

0.0%

Dec 10 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: robert duke who wrote (853)	10/28/2000 8:04:07 PM
From: Gustaf	Read Replies (3) of 2293

Capex Qwest, SBC, T, BellSouth & WorldCom see their 2001 capex at ca. $ 51 Billion, flat with 2000. Capex plans laid out in segments show, that these carriers reduce spending on the traditional circuit switched voice network to focus on highest growth areas such as broadband access & IP networks/optical. More specific, after having spent heavily on laying new fiber (85% are still dark), these telcos will concentrate on equipment to light up these networks. Avanex's next-generation optical gear makes it possible to build transports about 8x cheaper than legacy SONET and with unprecedented flexibility. Could very well be that this capex slowdown issue has attracted some less informed high-PE-short-sellers to Avanex, which should bode well for the coming Christmas season. Regards Gustaf Long common & calls / short puts

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next