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Technology Stocks : Bookham Technology -- Ignore unavailable to you. Want to Upgrade?

To: OWN STOCK who wrote (241)	10/8/2002 10:35:29 PM
From: Mahatmabenfoo	Read Replies (1) \| Respond to of 376

Own_Stock -- You can think of optics as being in the low volume discrete components phase --- Fiber optics is B2B and semis are almost direct to consumer Most interesting, thanks! Though I'm not sure I follow all the way to your conclusion. Are you saying that because optics is a low volume biz, the efficiency of high-volume (and the consolidation that would require) isn't needed yet? --- They have guts alright, but that may not be enough I agree. -- They have to cut their bleed, or they will have to get -- more equity, and what does that do to you if you are holding now? You get washed. I donno... yes they'll need to cut their bleed, or get more equity, OR just get more sales, or all three -- in the short run. But in the long run the only important thing is sales -- and the mystery is when the upside returns how big will it be? it might be enough to offset a lot of dilution, esp if BKHM remains one of the last optics component players left standing. BKHMs problem seems to be that the upside could be a long way off -- - Charles