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Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?


To: marginnayan who wrote (2333)8/25/2001 10:15:04 PM
From: pat mudge  Read Replies (2) | Respond to of 3294
 
I will consider AVNX as a potential candidate for investment.


If AVNX is relying on the 40gig market for success, I'd think twice before taking a position. From what I hear it's a couple years out and for a company like AVNX, that's donkey's years. I'd want to know their burn rate, their available cash, and their projected revenues (if any) from non-40gig products before making a decision. A company can have the best technology in the world but without a market they might as well be selling purple dye.

Pat