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: Raymond Duray who wrote (898)	11/12/2000 9:36:24 AM
From: Techplayer	Respond to of 2293

Raymond, What is it that you are looking for? You started with a sales figure equal to 1/3 of the estimated sales for 2001. You discount sales growth, earnings growth and include acquisition write-downs in your picture. It is very difficult to get a clear picture of what each optical box and component will generate in hard profits. you as an investor need to decide if the sector is worthwhile for you. By the sounds of it, it is too risky for you. that being the case, get out of it and buy gold. tp

To: Raymond Duray who wrote (898)	11/12/2000 5:04:48 PM
From: Elmer	Read Replies (1) \| Respond to of 2293

Hi Ray, [[See what a lousy election result can do for my mood? Scary stuff. Imagine what I'll be spewing to the thread in a week when we approach a Constitutional crisis... <gg> ]] It looks like we may get a CC (not conference call) since nobody wants to back down and we'll be counting votes by hand for the next four years. If some of the stocks like AVNX and JDSU continue down on the order of 30%-40% more, they begin to trade at their forward earnings times long-term growth rate (i.e., dividend growth model prices). A lot of people think those prices would be justified. But that is a long ways to go and great company's like AVNX seldom get to those dividend growth model prices.