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 : Juniper Networks - JNPR -- Ignore unavailable to you. Want to Upgrade?

To: John Carragher who wrote (2025)	1/16/2001 12:13:14 PM
From: Jerry Miller	Respond to of 3350

Light Reading Picks Top 10 Optical Stocks For 2001 January 16, 2001 10:26:00 AM ET Elements of Technology, Company Management, and Financial Analysis Examined To Identify Optical Stocks That Could Rebound With a Fury in 2001 NEW YORK, Jan. 16 /PRNewswire/ -- Light Reading (http://www.lightreading.com), the premiere information resource for the booming optical networking, has identified a list of the Top Ten Optical Stocks for 2001-a list of the public companies most likely to reward investors in the coming year. The report, researched by Light Reading editors, employs the team's unique analysis of company leadership, technology strategy, and financial information to pick some winning combinations for the New Year. "This is all about our multifaceted approach to analyzing leading technology companies," said Scott Raynovich, Executive Editor of Light Reading. "It's not just about fundamentals, it's also about company leadership and emerging technology trends. The optical sector is in its infancy, and these players are leaders in a market that's experiencing hypergrowth. When the markets rebound, these stocks will be back to the races." The list contains leading optical components, systems and contract manufacturing players, with an emphasis on components. In 2001, Light Reading believes the financial markets will focus on optical components players, which are delivering fundamental technological innovation that will lower cost of bandwidth and drive broadband applications and services. Light Reading's Top Ten Optical Stocks are: 1) Avanex AVNX - A leading DWDM components manufacturer that counts Nortel, Cisco, Corvis, Sorrento Networks, Sycamore Networks, and WorldCom among its customers. 2) Optical Communications Products Inc. OCPI -- One of the primary suppliers of components to Cisco's optical unit, this spin-off of Japanese electronics giant Furakawa is one of the most undervalued optical components stocks. 3) Xilinx XLNX - A leading producer of Field Programmable Gate Arrays (FPGAs), chips that enable networking companies to quickly build systems. This profitable fast-growing company is trading at an attractive multiple to sales and profits. 4) New Focus NUFO - An emerging producer of high-end laser equipment and components for the optical industry. 5) Ciena CIEN - Leading optical networking systems vendor make significant progress in 2000 and is developing an integrated optical portfolio for the present needs of telecommunications carriers. 6) Osicom Technologies FIBR - Parent company of emerging metropolitan optical networking company Sorrento appears undervalued; management will likely find a way to unlock the value of subsidiary Sorrento in 2001. 7) Sycamore Networks SCMR - Software focus and the ability to quickly provision high-bandwidth connections should help differentiate Sycamore from a crowd of competitors. Management's track record speaks for itself, and recent price dip makes shares attractive. 8) JDS Uniphase JDSU - Optical components giant should resume growth mode once it digests significant acquisitions and Department of Justice approves merger with SDLI. 9) Solectron SLR - One of the leading contract manufacturers for networking and telecommunications producers continues to churn out impressive profits. 10) Juniper Networks JNPR - The IP routing specialist continues to gain market share from Cisco and has added to its product portofolio. Juniper is a leader of the networking sector and needs to be considered by anybody looking to invest in the future of broadband. Light Reading's Top 10 Optical Stocks joins a growing family of Top 10 lists that have become a feature of the fast-growing web site. Other lists include its Top 10 Movers and Shakers, which identifies the people that exercise the most power and influence in the optical networking industry, and Light Reading's Top 10 Private Companies, which identifies the hottest IPO prospects among optical startups. Other Top 10 Lists are in the pipeline. The full Top 10 Trends report can be found at lightreading.com About Light Reading Light Reading launched in February 2000. Its Web site, lightreading.com, delivers timely and entertaining in-depth analysis of optical networking developments for free. Profitable from its inception, Light Reading has rapidly gained a reputation as required reading for anybody associated with next-generation Internet technology. © 2001 PRNewswire news.moneycentral.msn.com