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

To: zx who wrote (1479)	1/18/2001 2:48:29 PM
From: robert marshall	Read Replies (1) \| Respond to of 2293

Yes, I stand corrected! Earnings are the 23rd, I checked it on earnings.com. A service I use said it was today sorry for the mistake. I am e-mailing the service the correction. I usually like to sell into earnings. Kept AMCC and I am happy I did. Wondering if I should gamble and keep AVNX. Well I don't have to decide until the 23rd. Thanks for the help.

To: zx who wrote (1479)	1/24/2001 6:58:00 AM
From: Gustaf	Read Replies (3) \| Respond to of 2293

Where do we go from here ? Q was very good; More customers, more products, more automation (20% higher output/empl.), higher margins. Actually they almost made next Q's rev & EPS nos. Re. outlook : They make themselves things easy by leaving estimates unch., so they can beat them even in a economic downturn. (Why promise anything to the Street, if you do not need any fresh capital) Re. trading : Probably we'll see alot of volatility while we try to figure out what the future will bring, and I am going to sell short shares on any strength as a hedge against my long call positions. Let's climb the wall of worries and see what happens regards G