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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: Shaw who wrote (967)11/15/2000 8:52:12 PM
From: Victor Lazlo  Read Replies (2) of 2293
 
In 18 mos or less we will have a serious glut of fo capacity.

Heck, look at qwest, they had to buy a friggin phone co to get their fo network filled up, or even close to it. Their bus model of leasing out the capacity and raking in the $$ was not working out so well...

And that was a couple of yrs ago.
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