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: Raymond Duray who wrote (958)	11/15/2000 8:25:09 AM
From: Techplayer	Read Replies (1) of 2293

Raymnond, I personally have not been reading Gilder for months. as a matter of fact, I have walked a line on AVNX because the optical sector is expensive and the trend in the market is still down for valuations. My contentious attitude was a result of what I feel are attacks on my post that have no merit. My positive overall opinion of AVNX as a company is a result of its customer base and the growth wthin that customer base. SCMR announced numbers last night projecting 200% growth YoY. CSCO announced that they expect optical sales in the vicinity of 3-7 billion, a massive increase from present numbers. tp

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