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

To: Techplayer who wrote (959)	11/15/2000 2:23:43 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 2293

Hi tp, You may be familiar with the term cognitive dissonance. That is exactly what I feel doing my macro studies on the telecom industry vis a vis the fact case you present regarding SCMR and CSCOs projections. They are not in alignment. I'll have to look at more data points before coming into agreement with the projects you've presented, which frankly, seem a bit on the rosy scenario side of things to me. I'm getting better at sorting hype and promotion from the truth and reality in my old and jaded age of whizdumb. :) Best, Ray