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: tinkershaw who wrote (1895)	8/2/2001 12:49:33 AM
From: rainwater	Read Replies (1) of 2293

TinkerShaw, I would appreciate your comments on some notes from the conference call... "PowerMux accounted for 80% of revenue ~ 15 MUSD... you were right about the drop being reflected by all products. However as a percentage drop PowerFilter did account for more of the drop than the newer products. However PowerExpress Metro at about 10% revenue" and a new customer by Dec 2001 - much much better than anticipated for this investment climate. This could be next quarter's surprise. and add.. Cisco as a 10% customer... also better than "mildly positive". I wish they would have clarified what exactly Cisco is doing - since that would have helped estimate the importance of a deal. I think the conference call was much better than one would have expected reading these message board predictions. What I like is that AVNX continues to be a conservative company ...for instance their loss provision (26-28 MUSD) turned out smaller ~ 22 MUSD than anticipated Having read the +ve opinions and the -ve ones I agree with your assessment that price will likely be stuck in a trading range. But I think the surprises going forward are to the upside.... not to the downside. At least they've reassured me that they will weather this storm and may emerge as a leading player.

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