E*TRADE IPO Alert - Y2K and Beyond (EGRP) Message Board

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Technology Stocks : E*TRADE IPO Alert - Y2K and Beyond (EGRP)

ET 18.24

+1.6%

Jan 28 3:59 PM EST

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To: Bald Man from Mars who wrote (6331)	8/1/2000 2:49:58 PM
From: Danny	Read Replies (1) of 10270

Stocks do not go down just because they are overpriced ( well, they do but that's what correction means). Stocks go down because the underlying business is slowing at best and broken at worst. None of these applies to CORV or ONIS for that matter. In coming years, the world wide telecom giants are going to spend billions of dollars to buy things ranging from optical fiber materials to optical switches, in order to meet the demand of increasing high bandwidth. The 500M deal on CORV even before a single product is shipped is a perfect example of how much capital is going to be spent on these things. Maybe you think this is unrelated, but do you know why LU is acting like shit and NT is like the old CSCO? The most important reason is that LU f**ked up big time in transitioning itself into optical world, while NT has been the best company to take the advantage of that.

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