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Technology Stocks : APA OPTICS(APAT)-fiberoptic upstar

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To: Sir Auric Goldfinger who wrote (6)2/6/2000 10:33:00 PM
From: Bhag Karamchandani  Read Replies (1) of 34
 
I read that Avanex has offered a similar product to one of the telecoms- but that APAT may have at least a one year advantage as far as production volume delivery goes. A serious competitive advantage. PERHAPS SOME ONE CAN EXPAND ON THIS.

I like the idea of the CEO publicly saying he is not averse to the company being acquired. This technology begs consolidation- from the perspective of its major customers.
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