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

To: Shaw who wrote (1085)	11/20/2000 10:35:42 PM
From: tinkershaw	Read Replies (1) \| Respond to of 2293

I think that Cao's vision is wonderfull and commendable, and as such is worth supporting for more than just the profits may come from being invested. And its patented and in mass production and implementation today! Even if Cao's vision does not become a reality for another decade or three, AVNX's products are so cost-effective relative to alternatives that this company will make a fortune with 1/10th of Cao's vision coming to fruition. What we have here is a decade or two long build-out, minimum. As of now, AVNX controls the key enabling technology for making "unlimited" bandwidth a possibility while simultaneously having a practically oriented business which is currently churning out economic profits and likely to grow rapidly. This is the best sort of speculative long-term investment. An investment whose fundamentals currently justify the stock and whose vision can bring enormous upside even to the very optimistic expectations of the existing business model. Tinker