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Technology Stocks : SDLI - JDSU transition

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To: pat mudge who wrote (2335)8/28/2001 2:29:24 PM
From: DukeCrow  Read Replies (1) of 3294
 
<< A company can have the best technology in the world but without a market they might as well be selling purple dye. >>

Good point. I think AVNX has enough cash to get by for a while. The question is when will carriers and equipment makers need their products. And when will AVNX get to FCF positive.

Personally, I'd start thinking about investing in AVNX if it traded down to its cash value, or if there were signs that it was back on a path to profitability.
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