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


To: tech101 who wrote (254)6/6/2003 5:16:26 PM
From: The Ox  Read Replies (1) | Respond to of 376
 
Thanks for the new links, YZ.

This sector is starting to show a few signs of life after the long, slow death march of the past couple of years. It will be interesting to see just how much life there is over the next few quarters. My guess is that there won't be a big, quick turnaround but a very slow, steady improvement which will look lousy going forward and "solid" in retrospect.

Best regards,
mh



To: tech101 who wrote (254)7/3/2003 1:22:08 PM
From: semi_infinite   Read Replies (1) | Respond to of 376
 
NT reduced ownership to about 15% from 30%. I wonder if the controlling interest came up as an issue with NT competitors as I see Seimens going with Agility on tunable laser modules. Their functionality are pretty much equivalent AFAIK.