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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: Glenn Petersen who started this subject1/9/2001 3:59:01 PM
From: Robert Scott  Read Replies (2) of 2293
 
Trading at 10X 2001 revs. Earnings are set to take off this year. I think 100 this fall is in the bag. From what I understand, this company has many products in the pipeline and Gilder is usually right about companies he pounds the table on. Concern as I understand it is that SDLI and/or Hitachi has a product to compete with AVNX but the product is not as sophisticated. If anyone has more clarity on this it would be appreciated. Picked up some more in the low 40's this afternoon.
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