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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dealer who wrote (1701)	9/15/2000 8:40:53 PM
From: Jill	Read Replies (1) of 65232

Totally cool article on fiberoptic future: canadianbusiness.com Highlights Level 3, a co. I've been following but not bot into. Also of course NT CSCO and all the others. Here's a little excerpt: All of this is great news for investors. Imagine you could go back 20 years and invest in the computer industry. Even better, imagine you picked the winners, those companies that became the dominant players. If you had put a few thousand into Microsoft and Intel, you’d be a millionaire today. Well, the optical business is in the same position now as the computer industry was in the early ’80s. You can’t afford to ignore it. Many people have already realized this, which explains the soaring valuations of Cisco, Nortel and other equipment suppliers. But buying the big names isn’t the only way to play the sector. There are plenty of less well-known optical companies worth looking at, such as Ditech Communications (Nasdaq: DITC), Adept Technology Inc. (Nasdaq: ADTK) and the UK’s Marconi PLC, which is developing fibre-to-the-home technology; it’s expected to pursue a Nasdaq listing soon

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