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: Wes Stevens who wrote (1356)	12/17/2000 10:59:07 PM
From: tinkershaw	Respond to of 2293

But if they warn the stock at these levels will be given a 50% hair cut over night. I certainly agree with you on that. If they warn I will also be quite positive that AVNX is a "hot air" company. Particularly given how rapidly optic market is growing. I anticipate upside to the $.75 earnings estimate. The company will probably exceed $.25 as well. The company is in such a tornado now that it has just been killing estimates. Estimates having recently been raised significantly (I forget exact but something like 30-50% over the last couple of months). But indeed, if AVNX were to miss....ka-booommmmie! indeed. Tinker It is either for a trader or a LTBH. I will not make any predictions for the short to mid-term. Long-term, however, AVNX certainly has the potential to be a $100 billion + baby. The kind of decade long hold we all have wet dreams about. Here is hoping, and I haven't seen anything to change that perspective at this time. But will be here to sniff around if this perspective does become cloudier.