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

To: neverenough who wrote (904)	11/12/2000 1:28:58 PM
From: neverenough	Respond to of 2293

10 Questions With Merrill Lynch Focus Twenty's Manager, Jim McCall. McCall: We still like the optical space. Clearly, that part of the market's getting just creamed here, but again, we think it's just an overdone kind of a situation. We're still of the opinion that carriers need to continue to spend money on next-generation optical systems or their revenues are going to go to zero. I don't think they're going to allow that to happen. We also like Avanex (AVNX:Nasdaq - news). They're the optical-component supplier that's a generation ahead of the competition with their new products. thestreet.com