SDLI - JDSU transition Message Board

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Technology Stocks : SDLI - JDSU transition

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To: DukeCrow who wrote (2342)	9/2/2001 9:45:46 PM
From: pat mudge	Read Replies (1) of 3294

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. I'd follow the latter more than the former. I've been on vacation and had several queries about AVNX in my absence. I'll try to find out more over the next couple weeks as I'll be in San Jose and have a chance to talk to several inside the industry with better information than I have. I still believe anyone dependent on the ultra long-haul market will have to change strategies if they want to survive over the next 2 or 3 years. Pat

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