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Non-Tech : The Critical Investing Workshop
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To: Clappy who wrote (27764)8/3/2000 3:58:19 PM
From: stockman_scott  Read Replies (1) of 35685
 
Clappy: Good to hear from you...

I am in love with AVCI...I bought aggressively in the 90s on the IPO day...I like the prospects and the more DD I do the more I am comfortable with my big bet on this fiber optics pioneer. JNPR is also a great firm that is taking market share from CSCO -- its my only other holding right now. The big caps don't have the UPside I am looking for.

Best Regards,

Scott
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