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


To: tech101 who wrote (308)1/6/2004 4:47:00 PM
From: ownstock  Read Replies (1) | Respond to of 376
 
One would have hoped that BKHM had been able to pick this up for the Caswell group, instead of AFC. As to sales from BKHM to AFC, I don't see a huge increase near term. It should stay steady, unless AFC can boost the equation. The volume consumption of WiMAX aka 802.16 is being embedded into CMOS Si by Intel. I expect a good play there late this year.

-Own