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Technology Stocks : Oclaro, Inc. (Avanex-Bookham)
OCLR 8.2600.0%Dec 10 4:00 PM EST

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To: Raymond Duray who wrote (968)11/15/2000 3:25:25 PM
From: Techplayer  Read Replies (4) of 2293
 
Raymond, I believe the guys from CSCO or SCMR over people on this board, no insult intended. I also believe my own research over anyone else on this board, again no insult intended. I have read everything that I can get my hands on in the sector, including the recent Lehman report that breaks down the bond and convertibles issues for the telco spenders. There are issues, but certainly not in the optical spending area where SCMR and AVNX play. tp
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