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Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?


To: Kent Rattey who wrote (13519)2/14/2000 9:44:00 AM
From: James A. Venooker  Read Replies (2) | Respond to of 21876
 
Kent,

Extremely well spoken.

However, you seem to overlook a very large part of the mix, the Asian component, AND the MASSIVE increase in revenues from some $580,000, six months ended June, to over 10 million six months ended December (this is off the top of my head, but you get the gist).

I am sure you caught that Hitachi IS a major player interested and investing in Avanex's technology? Japan could represent a HUGE revenue stream stream for the company, again the key word is "potential."

I read the entire prospectus, and found it truly informative, not very "fluffy" and very concise as to the potential "down side." Not typical for a company of this nature. This leads me to believe that the company has a lot more to offer than meets the eye.

As I have said before, AVNX is a MUST HAVE for LU, if they intend to genuinely compete in this area of the communications market 3-5 years from today, would you agree?

Thanks for you thoughts, I look forward to more!

Best,

Jamie