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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 subject1/16/2001 9:40:25 AM
From: Shaw  Read Replies (1) of 2293
 
I just skimmed this weekend's Barrons, but I agree with Abbey Cohen that the cash on the sidelines is a very significant factor in here.

I believe last Friday we got a glimpse of the awesome power, that is locked up in that cash. When we get through this remaining uncertainty look out.

Remeber we have the on going, high growth, high tech 21 century next generation, information infrastructure build out economy, running on top of the traditional 20 century economy. So we can have some portions of the economy slowing, and others sectors that are marching forward at a fast pace, to meet the growing demands of the 21 century high tech world.
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