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

To: Gustaf who wrote (854)	10/29/2000 6:23:32 AM
From: robert duke	Read Replies (1) \| Respond to of 2293

Sounds good, but I am not short.

To: Gustaf who wrote (854)	10/30/2000 3:58:09 PM
From: Gustaf	Read Replies (1) \| Respond to of 2293

Telecom Capex- Global($ in billions) update from 10/30/00 ------------------------2000 / 2001 / increase North America-------110 / 133 / 21% Europe-----------------50 / 58 / 16% Asia/Pacific-----------86 / 99 / 15% Carribean/Latin Am.-20 / 26 / 30% Subocean--------------20 / 30 / 50% Rest of World---------20 / 24 / 20% Total-------------------306 / 370 / 21% Source: RHK.

To: Gustaf who wrote (854)	11/12/2000 3:10:42 PM
From: r.edwards	Read Replies (1) \| Respond to of 2293

Qwest, SBC, T, BellSouth & WorldCom see their 2001 capex at ca. $ 51 Billion, flat with 2000. Capex plans laid out in segments show, that these carriers reduce spending on the traditional circuit switched voice network to focus on highest growth areas such as broadband access & IP networks/optical. More specific, after having spent heavily on laying new fiber (85% are still dark), these telcos will concentrate on equipment to light up these networks. Avanex's next-generation optical gear makes it possible to build transports about 8x cheaper than legacy SONET and with unprecedented flexibility. Could very well be that this capex slowdown issue has attracted some less informed high-PE-short-sellers to Avanex, which should bode well for the coming Christmas season. Regards Gustaf Long common & calls / short puts