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

To: Techplayer who wrote (1089)	11/21/2000 6:52:26 AM
From: Shaw	Respond to of 2293

Duke you have projected, generally accurate, stock price guidance todate, even if recent events have brought on a return to 70, sooner than you anticipated. You now seem to feel 50 will become the eventual trading area, is the 50 range based on, projected revenues over the next 2 quarters. How did you arrive at that figure. I still feel that this co. deserves a premium, based on the compehensive, and globally critical nature, of their next generation technology. This technology has value added ramifications for the whole world. I am not kidding when I say a pervasive open optical platform, built around Cao's vision and technology, will give a tremendous push to how science and business are able to exchange information. The whole world will become as accessible as the the room next to you. This includes any information technology that can be hooked to that optical system. We are talking almost unlimited bandwidth running at the speed of light. I am completetly serious when I see the world joint developement of the fuel of the future, as one of the first uses of such a powerfull optical platform. Thats why I say the importance of Avanex is not just about the money, but rather how successfully the world makes the transition into the 21 century. Sorry teacher, no time to correct spelling, Shaw

To: Techplayer who wrote (1089)	11/22/2000 6:00:12 PM
From: robert duke	Read Replies (1) \| Respond to of 2293

Good, This market is going to rock upwards after this election crap is over. 2700 is the bottom. I bought some more qqq on this one. This run will last until feb /march and then drop again. During a bear market correction like this you want to look for three bottoms. With the last one being the worst. The first correction brought us from nasdaq 5000 to nas 3000. Then back up to nasdaq 4300. now we are back down to the 2700-3000 level which is lower than the last time. The market will pull us back to 4000 on the nasdaq and this will hold unitl feb/march and then the final drop will occur between feb and october of 2001. The bottom will hurt everyone. I think the bottom in the market is about 2000 in the nasdaq. I have made my list of stocks to buy when this happens. Avanex, pmcs, rfmd, brcd, brcm, jdsu, sdli, tern, adct, wfii, arba, tsix, stor, txcc, wcg. These stock are all getting killed right now and I think they will really get smashed when the market hits 2000 next summer. Just watch. Nobody would believe me when I said avnx would hit 75 more than once. But look it is at 69 twice.