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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: Shaw who wrote (1449)1/10/2001 4:16:13 PM
From: r.edwards  Read Replies (2) of 2293
 
I called and talked with Mark Wienwitz(sp) at avnx.
He said things were going very well. Said he was at the MSDW conf.,or someone was, and said capex is expected to be shifted to more optics away from (type 5) swithes per an MCI presentation , Said this leads to more ROI,,(return on investment ?) for the capex buck.
No reason to sell at this level that is visible.
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