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

To: Raymond Duray who wrote (972)	11/15/2000 9:09:58 PM
From: Victor Lazlo	Read Replies (1) \| Respond to of 2293

<<We are headed for oversupply of FO components. >> We're also headed for an oversupply of installed fo capacity.

To: Raymond Duray who wrote (972)	11/15/2000 10:47:36 PM
From: Techplayer	Read Replies (1) \| Respond to of 2293

Raymond, There is little doubt that JDSU could be shooting too far. In a sense, that eases constraint for the box makers and increases their ability to inflate margins and profits as component prices come down. Companies that have intellectual property or distinctive technology will not be faced with the same supply/demand issues. Demand will remain high in specific sectors of the market. Identifying those sectors is the trick. Cramer is not the man to identify a long term trend, though his point is worthy of careful consideration, imo. tp