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: The Ox who wrote (1879)	7/5/2001 5:14:11 AM
From: rainwater	Read Replies (1) of 2293

Fair analysis... but I missed getting into CSCO long ago that way... and MSFT... anyway.. revenues don't tell the entire story... as the drop was caused by Worldcom and decrease in PowerFilter sales... if you are following AVNX for its technology.. you should know that POwerFilter is a legacy technology and the functionality is already incorporated in the newer products... In contrast PowerMux showed increased revenues... that's where the growth is and the paradigm that may propel this company... I need to check their latest numbers for a re-confirmation of the last quarter ... as this is GOOD not BAD for AVNX... the only guys I would watch for are Chorum ... and they are private... read it this way... if it is getting hard for AVNX it must be even harder for Chorum... GREAT... less competition... all said... I think a lot depends on timing.... if Alan Greenspan convinces banks to lend to carriers and convinces carriers that capital spending is a safe option... then the stars will shine for AVNX... if not, who knows what can happen....

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