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: Stefano who wrote (903)	11/12/2000 12:44:09 PM
From: neverenough	Read Replies (1) of 2293

Primarily, it's been a waiting game to see if Avanex's promised new product lines would ship and sell. This now appears to be the case, following the third quarter conference call. Avanex is selling significant volumes of its PowerMux product, upon which much of its future is based. According to to Walter Alessandrini, the company’s chairman and CEO, the PowerMux and a similar product called the PowerShaper (which is still in pilot production) accounted for 40 percent of revenues in the last quarter, compared to 20 percent in the previous one. Avanex claims to have demonstrated that the PowerMux can cram 800 wavelengths into a single fiber and that further developments will slash costs to a mere $100 per wavelength in two years. Competing technologies such as arrayed waveguides and fiber Bragg gratings will cost several times this amount, Avanex contends. lightreading.com

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