Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Oclaro, Inc. (Avanex-Bookham) -- Ignore unavailable to you. Want to Upgrade?

To: RavBruce who wrote (59)	2/4/2000 5:34:00 PM
From: baddtiming	Respond to of 2293

GOD I LOVE America, got only 30 shares from my broker but read an article that said even a fund manager in New York who ordered 200,000 got less than 1000. Makes me feel good to get any at all. Great stock campares well to sycamore, should keep its gains and go up from here. I will be adding on dips. BT

To: RavBruce who wrote (59)	2/4/2000 6:13:00 PM
From: UUplink	Read Replies (1) \| Respond to of 2293

I suggest you look at the information in the prospectus to fill in more detail. But here is a quick go: AVNX is notable because of the creative/engineering talents of one of the principles, Simon Cao, who holds numerous patents. The company attracted solid (i.e. knowledgeable) venture capital partners with a track record of investments in other successful technology start-ups. As I understand it AVNX has two "photonic processor" products at the present time: avanex.com They clearly believe that their products offer important technical advantages over the competition. Whether this merits their denotation as "the next Intel" remains to be seen. From a technology standpoint AVNX is a purely optical play. They are not building better switches for legacy networks. They are not currently offering products that focus on the interface between optical and wireline systems. There doubtless will be competition in their niche with larger more established companies, particularly JDSU and LU. AVNX brings its patent portfolio and engineering creativity into the frey. The fact that AVNX has not already been subsumed by a larger competitor suggests that they are holding pretty strong cards.