| Raymond, just answer the question are you short Avanex or not, I didn't judge your being short, just your not disclosing your position. The very same thing your accusing Gilder of, "lack of full discloser". Anyway, thanks for the interesting post though on Gilder, I'll finish reading it later, as that is another subject. Like Al Gore didn't create the internet, Gilder didn't invent Avanex's optical products, Samuel Cao did, and for the purposes of our discussion on Avanex I would rather read about Cao's inventions, than what ever is up with George Gilder. So I have been reading about Avanexes products, check out the june 30 10k sec.gov It takes few times of reading through this optical Greek to apprieciate the general lay of the land, but in time the message falls in place, Avanex's optical products are awesome, in their all encompassing range of optical enhancements, and functions, not to mention the architecture of an optical system that reduces certain optical gear costs, by eliminating the need for some expensive optical gear, necessary, in others present systems. So for reduced cost you end up getting better preformance, when you go the Avanex appraoch. Also, the use of the internet is not dying, but rather going through a transition transformation process. Stop scaring people with the past. In the present, we are experiencing truely significant, growth in the ,internet markets ,like the B to B sector. As I have said before there is a strong growing demand for a very robust optical network. You shorts are playing the lets beat a dead horse over failed dot.com experiments trend. That trend has already burned its course. Look out, the blue chip stocks of the N.Y. Stock Exchange, will be the next direct or indirect funders of the optical internet infrastructure, because they see the mission critical, strategic, and productivity enhancing results, that this new 21 century, internet infrastructure industry is leveraging to their bottom line. If you are short too heavily, be warned, under Bush the stocks on the N.Y. exchange are going to fly, as well as the technology stocks on the NAS, that are making the roll out of the 21 Century infrastructure possible. Wake up and smell the coffee, the future is here, and coming back, again, with or with out you. Also if Gore gets, in your still done for, because he invented the internet, so of course his administration will support its continued build out and on going up grade of this high tech sector, that is strategically critical to maintaining a leadership edge going forward, for our nation. These two canidates obviously each have their own special brew of self interest, but at least they understand how critical this high tech infrastruture is, to all our futures. Avanex could be, what Qualcom has become, for wirless, by setting the industry standard, through its' patents on CDMA. Avanex through its patents could set and define the standard for the next generation optical network and industry. Thats big! Did you catch on to Qualcom, fours years before the stock took off? Or were you suffering from short sighted vision back then to. Wake up, the party goes on, the next train is pausing to pick up passangers and will be leaving sooner than you think. Its tough right now, you can jump in long or short or stay on the side lines. If you jump in you are going to get a rough ride either way, at present. Anyway, at least while this lid stays on the political presidential pressure cooker, I have to admitt the direction has been more down. Anyways time will tell, how all this will right itself. I vented on Silicon Investor, and accurately, predicted the eventual returning bull trend and a key dominate sector of that resuming bull trend. this was just before the market fell, that last major leg down, back in April. At that time I posted a response to the commonly, respected, professional, stock charting technician, Tom Dorsey, originator of point and figure school of technical charting. Things were kind of like now, I was long 21 century infrastructure co.s. I knew the market was at a turning point. I felt exposed, in my long positions. So I dug deep and pushed myself, and went on a little vision quest. It came to me, that the party was going to continue, the infrastructure co.s for the 21 century would lead the way. I boldly posted a response to Mr. Dorsey's well reasoned technically based comments. The title of his post, that was carried on Silicon Investors front page was, "Is it time to hold or sell?" I challenged his input, or should I say lack there of in what I felt was the critical area of the growth sector of the economy. That was the infrastructure co.s for the 21 century. Mr. Dorsey was right near term, the market corrected down another leg, but I was right about the long term growth trend continuing forward eventually, for the 21 century infrastructure co.s, and thus the ongoing expansion of their stock values. Now we are going through another phase of the weed out, valuation adjustment process of this sector. This is healthy, it doesn't mean the party is over, it's just the pause that refreshes. It is all about stock picking from here on out, and how well we can help each other with that, in the spirit of the brain storming process. So now my ego has gotten involved to, as I try to push the envelope on my end of our debate. My comments have gotten a little rougher, in the heat of the moment, oh well, the market is rough. Good luck fishing, for whatever it is your fishing for. Thats what were here for, to help each other to learn how to fish for ourselves, and compare notes in the process, right. Take care, Shaw PLease excuse my spelling and length of post. Also the above is just my seat of the pants, best shot oppinion, expressed with passion' and conviction, but that doesn't make my projections anything more than projections, stated in the spirit of, pushing the enevelope, of this debate. Also I haven't read any recent posts since last night, so this might seem a little out of place, I don't know. Anyway I hope you give it to me, so we can all benefit, from the exchange. LOL |
