I have a chunk of corvis at 60, 5, 2, 1.55, and 3.25.
The beauty is this technology is dirt cheap. Don't forget
once the long haul recovers, this baby will fly. It may
take a year, but patience will always be rewarded if you
are on the money as far as technology is concerned.
With corvis's grooming switch due out this quarter for
beta, Corvis will be able to migrate users to its own
all optical switch by providing a scaleable interface. Plus
it marks a foray into the regional, and metro access markets. This is value here.
Jdsu, is also a good candidate. Do not forget Avanex. With
its powermux, metro express etc we have a winner. Buy
when no one wants optical stocks. I am squirreling away
a diversified portfolio, of nufo, corv, avnx, jdsu and onis
. Time will tell..... Regards, Immi |
