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

To: robert duke who wrote (1116)	11/24/2000 8:37:11 AM
From: 10K a day	Read Replies (2) \| Respond to of 2293

Gee. I was just sitting here wondering....How many times you can split an atom.

To: robert duke who wrote (1116)	11/24/2000 9:00:51 AM
From: Techplayer	Read Replies (1) \| Respond to of 2293

Robert, WFII is at a reasonable level almost. I actually have a few shares from Friday at 41 or so. Right now they are just for trading any bounce. ADCY is a good value in the sector. Since they focus on the access space, they should do well over the next year. Right now they trade at 28X next years estimates. TXCC is also at an interesting level. Someone pointed out LSI to me on wednesday. I am getting in for a few at or slightly below wednesdays close if given the opportunity for a start...nothing crazy at this point. AVNX is ripe for a bounce, but of course the sector could still be knocked down 20-50% in the blink of an eye these days....all imo. tp