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: John Biddle who wrote (1258)	12/7/2000 11:04:43 PM
From: tinkershaw	Respond to of 2293

When will Cisco buy Avanex? Never. Several key AVNX patents are jointly held with Fujitsu. Part of the arrangement is if some other entity gains 50% ownership of AVNX, AVNX loses ownership of these patents. A nice little poison pill. So it seems unlikely that anyone will takeover AVNX. Just the way I like it! Tinker

To: John Biddle who wrote (1258)	12/7/2000 11:09:45 PM
From: spiral3	Read Replies (1) \| Respond to of 2293

When will Cisco buy Avanex? Bear in mind the following: We license technology from Fujitsu that is critical to our PowerShaper product. The license agreement is subject to termination upon the acquisition of more than a 50% interest in us by certain major communications system suppliers. Thus, if we are acquired by any of these specified companies, we will lose this license. The existence of this license termination provision may have an anti-takeover effect in that it would discourage those specified companies from making a bid to acquire us. http://www.sec.gov/Archives/edgar/data/1056794/0000891618-00-000138.txt edit: oops!..I see Tinker beat me to it...imho never say never.