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Technology Stocks : Corvis (CORV)

CORV 0.420

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May 27 5:00 PM EST

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To: Jay k. who wrote (171)	7/28/2000 2:51:59 AM
From: ms.smartest.person	Read Replies (2) of 325

Jay, I believe you misunderstood my responses. I agree with you that Corvis is tops. IMO, ONIS is also in a class by itself, good technology and no real competition in its sector. I was not comparing Corvis to Bookham or Onis, which are all under the big fiber-optics umbrella, to compare them would be akin to comparing apples and oranges. SONS wasn't even mentioned. The reference to SCMR is because that is Corvis' competition (or Corvis is SCMR's competition -- however you want to phrase it), and IMO the only company Corvis could be compared with. My remarks were in response to a concern about the current NAZ malaise, high pricing, etc. I took some numbers off the top of my head relative to recent IPOs in the broad optical-fiber sector and how they have responded to tech dips -- remember those in April and May? I believe the person I was responding to understood why and what I was giving him. Perhaps I misunderstood his concerns and in answering him confused you all. Have a nice and profitable day Merry

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