Avici (AVCI) The Next Cisco Message Board

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Technology Stocks : Avici (AVCI) The Next Cisco

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To: Dalin who wrote (194)	9/22/2000 4:00:46 PM
From: stockman_scott	Read Replies (4) of 240

The OpenFund likes AVCI....FYI from TheSteet.com... <<Don Luskin, portfolio manager of the Openfund and the Metamarkets IPO & New Era fund: I think it means that tech is a game of creative destruction. The big tech names of 20 years ago are virtually unknown today, and in 20 years Microsoft and Intel will probably be unknown too. I don't think we're seeing a rotation out of tech, but out of tech leaders whose story is exhausted. I think this just shows that George Gilder [editor of the influential monthly newsletter Gilder Technology Report] has been right all along: The center of the sphere has moved from the PC to the network. We own networkers like Corning (GLW:NYSE - news), Juniper Networks (JNPR:Nasdaq - news), Avici Systems (AVCI:Nasdaq - news), CacheFlow (CFLO:Nasdaq - news), Extreme Networks (EXTR:Nasdaq - news) and Ciena (CIEN:Nasdaq - news). These are very interesting names. I think today we're looking at a market of stocks -- a stock picker's market. I wouldn't have said that last year, but it's time to separate the sheep from the goats...>>

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