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: Victor Lazlo who wrote (1049)	11/18/2000 4:31:41 PM
From: Shaw	Respond to of 2293

Victor, here you go again, your tone is getting rather sarcastic. What's the deal are you shorting this sector? If so, that's one thing, but if your hyping the fear factor to get people to sell based on emotion, then your credibility is in question. Once again both CSCO and NT in their conference calls underscored the high rate of growth in the build out of the optical network in the metro areas.

To: Victor Lazlo who wrote (1049)	11/18/2000 4:34:11 PM
From: Raymond Duray	Read Replies (2) \| Respond to of 2293

The Ragman Theory of Investing: . Hey there's a new VC start-up idea- a co that goes around buying out the networks of the clecs and other fo service providers that are in Ch 11; that could be a long-term winner! Victor, you are entirely too optimistic about the residual value of plant and equipment that is now obsolete the day it is installed, to say nothing about "put in service". <vbg> Some lunes are offering $25MM for the IRID plant. You'll recall it cost $5B to build. I cannot make a case for this $25MM to not be wasted money. Mere maintenance costs will destroy the LLCs plan. FWIW, Ray :)