Oclaro, Inc. (Avanex-Bookham) Message Board

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Technology Stocks : Oclaro, Inc. (Avanex-Bookham)

OCLR 8.260

0.0%

Dec 10 4:00 PM EST

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To: Shaw who wrote (1159)	11/26/2000 9:00:15 AM
From: Gustaf	Read Replies (4) of 2293

Avanex is cheap Looks like most of the big networkers (CSCO, NT, Fujitsu, Siemens, SCMR, ...) will have their next generation DWDM systems based on Avanex's technology. Assuming Avanex will get only 1% of telecom capex (as SDL is projecting for next year) = $ 1 Billion, AVNX's PE ( with 50% profit margin ) would be 10, based on today's stock price. Regards G (long AVNX common & calls / short puts)

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