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

To: spred who wrote (1441)	1/9/2001 6:15:01 PM
From: Labrador	Read Replies (1) \| Respond to of 2293

>>Yes, he has picked some dogs, and yes, he does focus solely on the technology without regard to the business and competitive landscape. << Although he does more than comment on technology. Quite frequently he comments on valuation opportunity -- Avanex for example. Globalstar is another example. Yes, he's human, yes, he's tremendous at evaluating and identifying technology trends and innovations, but maybe he should not comment on valuation if he doesn't have a grip on that aspect of evaluating a company. And although some of the companies that he likes have declined precipitously in share price, that does not make them "dogs." He should write about technology and innovations, but maybe get rid of his "picks" if he does not have the wherewithall to evaluate price.