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

To: Shaw who wrote (1281)	12/10/2000 3:11:11 PM
From: Shaw	Respond to of 2293

Corrections to my previous post My interest in Qualcom years ago was based on the realistic chance, that CDMA would become the global standard for wirelss. I believe Gilder made the connection between Avanex and Qualcom, interms of technology's, that have staying power, and would define the future direction, of the technology in their respective industry. I must say, inspite of the current contravercy about Gilder, his thoughts and mine on Qualcom, were on the same wave length, all though arrived at independently. This gave me a certain krindred spirit comfort level, with Gilder. Actually I wouldn't doubt if I was aware of the potential in Qualcom before Gilder was. A number of years back, I had invested in some small non public wireless start ups. This was, back before the Clinton Administration closed that window to the small investors, by freezing the 40,000 applications for licences, on the frequency that Nextel uses. The point is when I read Gilder's linked perspective, on Qualcom and Avanex, it struck an intuitive cord, like I had been here before. Gilder was saying things, I already knew about Qualcom, that I had arrived at intuitively and rationally on my own. Over time, when you see this intuitive process pan out, you begin to trust and listen to the creative side of your awareness. When I saw that Gilder had applied this same type of awareness, and sensibilty to the Avanex story, it struck something profound, and a light went on. I will continue to flesh out the technical story going forward, but I am not going to violate my intuition this time, and leave a possible $725,000 on the table, like I did with Qualcom, because a proffesional money manager wasn't up to speed with it, or someone on these boards, wants to blame their losses, like we all do, on someone else, i.e. Gilder, or because someone who is short, wants to narrow down the whole Avanex story, to only the negatives, that they can find.