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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: robert duke who wrote (1104)11/22/2000 6:39:36 PM
From: Techplayer  Read Replies (1) of 2293
 
robert, I like the list. SDLI will be gone. I am still skeptical of TERN. The telcos will emerge as values. A revisit to 31 bt NT will be an opportunity. More positive sentiment is starting to hit the airwaves regarding the opticals, erasing the bull that has been spread lately. AMCC is actually a great company that is less expensive than PMCS. RBAK and FDRY or EXTR will be values as well. They may be values today (at least FDRY seems to be). tp
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