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


To: robert duke who wrote (1330)12/15/2000 8:07:26 AM
From: Shaw  Read Replies (1) | Respond to of 2293
 
Robert, I think it is important to exercise ones intuition, and to be comfortable enough, to allow yourself to brainstorm out loud, as long as, we make it clear to others, what we are doing.

I assume your projections, about Avanex's future trading range, are based on technical charting considerations, mixed with your inner inspiration, in light of what you know, regarding the world economy, the networking sector and the company.

I have something to add to this picture, but right now I am working on a post, for Mark Haynes, on CNBC's Morning Squawk Box. I will submit my post, first thing, just before Squawk Box starts. The subject of my post has to do with the earnings question, for the optical networking sector, going forward.

The question Mark had this morning,(now yesterday) on squawk Box, was on how the financial state of the telecoms, given the leverage they are carrying, and the general slow down in the economy, was going to effect the earnings picture, for the high tech optical networking equipment suppliers.

I will post my thoughts, when I have completed my piece.

5 hours later---

Cancel that, I fell asleep. I will work on my thoughts, in regards to the earnings picture for the optical networkers later.

I did write a fair amount yesterday, on CNBC's site, but I didn't push submit, as it was still a work in progress. However I got a message from CNBC, when I tried to copy what I wrote, for my files. A message came back from CNBC, in the file I was working on, mixed in with my work. So the incomplete product did go into their system, when I clicked on the help button. Maybe it will be picked up, we will see. I did address it to Mark.

I lost what I worked on yesterday, when I went to start up the computer after leaving it for awhile. I forgot the computer was still on, and didn't notice, as the screen was down. By pushing the start button, I shut the computer down instead. I lost the matertial on CNBC's version of a note pad, because it is just a temporary file. I was going to rewrite, what I wrote last night, but I fell asleep.

Since I haven't submitted anything yet, we have the opportunity to bat the earnings subject around here, first and get the whole rooms thoughts.

Maybe I'll just write something quickly to CNBC, as they are talking on the earnings subjesct right now. It would be ashame to miss the timing of the subject. I will let you know.

Take care all, shaw