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Investing Books / Gorilla Game, The


Subject:  Hunting information in NGN Date:  3/22/2000  6:06 AM
Author:  faloni Number:  1671 of 8809

Hey Fools,

I want to share with you the better article I found so far for the Gorilla hunter in the next generation networks.

This is about Next Generation Network companies. Those who are frequent visitors of this board will know this is one of the hottest jungles for gorillas.

Please enjoy and may be some of you will agree to help me with one doubt I have in my personal searching for the next big one.

This is about AVANEX (AVNX). I understood this company was one of the first movers (and candidate gorilla) in the optical regeneration market. Later, I thought AVNX might be in the optical switching market too. I reached both conclusions when reading about AVNX product lines ( When I continued my research only one name was mentioned at nauseam in all the articles about this issue: Corvis.

I believe Corvis looks like the most promising company I 've ever researched. However my question is whether AVNX is in the same niche or I am completely wrong in my assumptions about AVNX (most likely).

Thanks for the input.

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