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: Victor Lazlo who wrote (1016)	11/17/2000 7:07:12 AM
From: Shaw	Read Replies (2) of 2293

Victor regarding Gilder, I don't really have much to say. I don't get his news letter and don't follow his picks. However, I have read a copy of his April news letter that I got in a packet of info. from Avnx, a while back. I found the letter to be helpful, in regards to explaining Avnx's technology. I also agree with Gilder's point regarding the physics of the situation. I have my own seat of the pants way of looking at the innovations and developments in this space. My view, rightly or wrongly, is that Avnx was there first, with the concept of an open optical system, and their patents have secured this position. Others will come with new developments, but nothing will change the fact that Avnx was there first with ultimately best way to go. This may not be the best analogy, but how much has the basic physics or design of the internal combustion engine changed in the last hundred years, it hasn't. The physical laws of the universe are what they are, from where I sit Avnx got the jump on everyone, and I think that is worth more than their current earnings reflect.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next