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

To: Shaw who wrote (1449)1/10/2001 4:16:13 PM
From: r.edwards  Read Replies (2) | Respond to of 2293
 
I called and talked with Mark Wienwitz(sp) at avnx.
He said things were going very well. Said he was at the MSDW conf.,or someone was, and said capex is expected to be shifted to more optics away from (type 5) swithes per an MCI presentation , Said this leads to more ROI,,(return on investment ?) for the capex buck.
No reason to sell at this level that is visible.


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