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

To: Victor Lazlo who wrote (1045)	11/18/2000 12:27:15 PM
From: Shaw	Respond to of 2293

Victor and Raymond, I am beginning to have more respect for your skeptism and caution, but my optomism regarding the long term possibilities for Avanex keeps me from letting myself get too weighed down, by some of the current negatives in the industry. So for me its just a question of how I play my wish to invest in Avanex for the long term. As I said before my strategy to date has been to take a relatively small entry level position. That present position was partially based on the educated hunch that until recently institutions were buying, Avanex at these lower prices. Last night Nickcolase Applegate on wall st. Week stated that he continues to invest in technology. He still see it as the only real growth area. He also stated that he had been investing in the internet infrastructure stocks this year.