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 (2001)	4/26/2002 3:02:57 AM
From: Johnny Canuck	Read Replies (1) of 2293

Micheal, Did you hear the conference call? I won't get my first chance to catch up on conference calls till this weekend. The JDSU miss and guidance will not help tomorrow. At Telus, the local carrier, I have heard that they have a lot of grey market equipment stockpiled and are doing good business selling it to US companies. If this is accurate, I expect demand for new equipment to remain weak even into the 2H of 2002. MRVC does not appear to seeing any traction in sales either. TXCC now trading significant below it cash minus debt/convertible value per shares now. I would expect TXCC to recover before AVNX as TXCC sells into the access space. ADTN guidance for T1 demand was flat to up next Q. I think access can be view more as Op ex as opposed to Cap Ex. That is why ADTN continues to make money.

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