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

To: Techplayer who wrote (764)	10/17/2000 6:06:08 PM
From: robert duke	Read Replies (1) \| Respond to of 2293

I was right on rfmd but not on avnx so far. It hurt but I will wait a bit still. rfmd way down for open tomorrow. wow

To: Techplayer who wrote (764)	10/17/2000 7:25:35 PM
From: Techplayer	Respond to of 2293

Robert, One thing is sure. Optical sales will not see a down quarter since most of the big guys actually increase network equipment sales in the 4th quarter. Given that, expect positive results and bullish guidance from AVNX and other optical equipment vendors. Of course, the market could take the entire sector out back for a whipping. that would create a buying opportunity. AVNX held up particularly well today despite the rash of sales being filed. Many others did not. that was a good call on RFMD. tp