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

To: Gib Bogle who wrote (266)	7/30/2003 3:37:34 PM
From: tech101	Read Replies (2) \| Respond to of 376

Bookham won a new 10% revenue customer - this is the largest news in today's report. Huawei - the Chinese multi-billion dollar network gear maker, partnering with 3Com recently, is becoming a real potential competitor to Cisco. China happens to have the largest optical components manufacturing capacity in the world that makes everything less expensive -- besides cloth, shoes, toy, TV, semiconductor -- from coupler, splitter, amplifier, ... to laser and many advanced optical parts. However, this news proves that the products made by BKHM are the most advanced types that its competitors are unable to produce cheaply.