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

To: Shaw who wrote (1222)	12/1/2000 10:07:09 AM
From: Shaw	Respond to of 2293

Greater strength, in the demand, for equipment, in the metro optical networking sector, still could be a reality, that will surprise to the upside, with the coming fourth quarter results. This is an area to continue to chase down, NT's and CSCO's conf. call reiterated the growing focus, on building out this sector. The reallocation of resources away from long distance/voice to the internet and datta, is a positive for the build out, of the optical networks, for the metro areas. If the on going strength of this sector, proves the case, r edwards will be right, that we have seen the lows for Avanex.