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


To: RavBruce who wrote (387)4/10/2000 12:05:00 PM
From: Andy Yamaguchi  Read Replies (1) | Respond to of 2293
 
AVNX is going to back to under 100 soon. There is no up-momemtun. Competitions are intensifying and AVNX's optical processor's future is uncertain as more and more carriers deploying CORNING's ultra-low-dispersion fibers. GLW is killing AVNX.
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Corning-GLW's low dispersion new fiber increases transmit distance without dispersion compensation by at least 6 times, making AVNX's optical
processor insignificant or useless. GLW's interleaver DWDM competes with AVNX's only product directly.

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