Oclaro, Inc. (Avanex-Bookham) Message Board

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

OCLR 8.260

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Dec 10 4:00 PM EST

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To: Labrador who wrote (1440)	1/9/2001 6:02:52 PM
From: spred	Read Replies (1) of 2293

What hasn't crashed in the Y2K massacre? Mr. Gilder is best when painting with broad-brush strokes. I believe his basic premise that states that the primary abundance will be (or already is) bandwidth and the primary scarcity will be silicon. Those companies wasting the abundance and conserving the scarcity have a better chance of succeeding, while those doing the opposite are doomed to fail. Yes, he has picked some dogs, and yes, he does focus solely on the technology without regard to the business and competitive landscape. But the last time I checked, he was human. Sam

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