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

To: tinkershaw who wrote (1314)	12/14/2000 3:03:47 AM
From: Shaw	Read Replies (1) \| Respond to of 2293

Tinkershaw, what a post. That was great, I learned some much, I will archive this one. That was very interesting and informative. I can see where I have been effected by fud. I remember something about, RMBS's chips being expensive, and other's new chips being cheaper and competitive, and that Intl was stuck with using RMBS's chips for the moment, because of a contract, or some such. Now I see, based on what you shared, that was all fud. I will look at the story myself, but thanks for the great orientation, and a big head start, on getting up to speed. For trading purposes, you just game me enough of a road map, for me to work with, in conjunction with charts, observation, and the futures. I have an idea, since this is an Avanex thread, lets confine our focused discussion, of a possible basket stock, to one day. So at 12:00 midnight tomorrow, the topic stock for the day, is put to rest, with the exception of follow up discussion, that the subject matter might generate. thanxs shaw

To: tinkershaw who wrote (1314)	12/14/2000 7:07:41 AM
From: Wes Stevens	Read Replies (3) \| Respond to of 2293

I agree with most of what you say. But here is a little dose of reality. I am a proud owner of an Intel motherboard with RDRAM compliments of Intel's chipset screwup earlier this year. I saw no performance increase in what I did with the RDRAM. You look at benchmarks and they back this up - what a normal pc user does with their pc will not benefit from RDRAM. Long term RMBS's IP will make them a winner. But it will be a while before RDRAM will make a penetration into the memory market.