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

To: knkesh who wrote (1458)	1/11/2001 11:11:47 PM
From: Shaw	Respond to of 2293

knkesh, I think the negative impact of this deal, lasted a day. Hitachi is a small customer of Avanex. As of yesterday, there was no evidence that Avanex will be a large supplier of optical equipment, for this deal. The way I saw the contract, the equipment to be supplied was more for the long haul sector. If I am correct, then once mkt realizing the above, it wouldn't have been so concerned, about a missed opportunity, as Avanex's main area of focus is the metro area, not the long haul. I could have it wrong, thats just what I was able to come up with. shaw

To: knkesh who wrote (1458)	1/11/2001 11:16:55 PM
From: que seria	Read Replies (2) \| Respond to of 2293

Looked at U.S. Office of Patents and Trademarks for clues, since I seemed to be trading AVNX without one. The "mux" suffix runs throughout Hitachi's recent 2 optical patents: United States Patent 6,018,405 Tomooka , et al. January 25, 2000 Optical transmission equipment which transmits an amplified optical data signal and an optical surveillance signal which is found at http://164.195.100.11/netacgi/nph-Parser?Sect1=PTO2&Sect2=HITOFF&p=1&u=/netahtml/search- bool.html&r=21&f=G&l=50&co1=AND&d=ft00&s1=mux&s2=hitachi&OS=mux+AND+hitachi&R S=mux+AND+hitachi and also United States Patent 6,005,699 Tomooka , et al. December 21, 1999 Optical wavelength multiplexing system My initial optimism that Avanex shared Hitachi's success may have been mux ado about nothing. Flat as of the close.

To: knkesh who wrote (1458)	1/11/2001 11:22:02 PM
From: Shaw	Respond to of 2293

knkesh, I think the negative impact of this deal, lasted a day. Hitachi is a small customer of Avanex. As of yesterday, there was no evidence that Avanex will be a large supplier of optical equipment, for this deal. The way I saw the contract, the equipment to be supplied was more for the long haul sector. If I am correct, then once the mkt realized the above, it wasn't so concerned, about a missed opportunity, as Avanex's main area of focus, is the metro area, not the long haul. I could have it wrong, thats just what I was able to come up with. shaw