CACS - Carrier Access Corp Message Board

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Technology Stocks : CACS - Carrier Access Corp

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To: Clean who wrote ()	3/5/2000 7:24:00 PM
From: John Morrissey	Read Replies (2) of 80

Undiscovered crown jewel: I have several positions on Fiber Optic plays and I'm quite surprised to have discovered this hidden treasure. I guess the only downside of CACS is the fact that it somehow finds a way to hide so well. I have to assume that is going to change as a review of all the F.O. installation plays reveal none with the earnings and revenue acceleration of this company let alone the P.E.. I was impressed from a practical standpoint to learn that aside from technological advances they still remembered mundane but crititical aspects such as addressing installation labor which they have cut by 75% by utilizing fasteners instead of threaded screws. If you have an installation team that can install 5 units instead of 2 by the competitition thats relevant to cost of OPs which registers as bottom line profit. Wonder why they have such a great PE. Now I know. I will definteley seek an entry into a long position on this find..... Good luck to all and share the wealth! Organic John

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