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Strategies & Market Trends : 50% Gains Investing

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To: Dale Baker who wrote (20834)	9/22/2000 10:14:51 AM
From: Montecristo No.2	Read Replies (2) of 118717

Yeah, I actually listened to the interview with Ashok Kumar. Oh well, small position for me so I am not going to sweat it. One of the things I have done this time around is diversify considerably, thanks to your advice. Had problems logging in, so I am just starting to shop around now. Would have love to catch MRVC in the low 50's, seems to be holding well with the Comp down 140+ points. Because of INTC's warning some of the dark clouds regarding the future of techs has returned to the fray. One of them being overcapacity in FO's. If memory serves me right you have been of the opinion that as capacity becomes more available it will be quickly absorbed by increased usage. But won't this process result in a gradual slowdown of network build out nevertheless? Thanks again for all your advice, as well as that from all posters on this board. Regards, mc2

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