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Strategies & Market Trends : Rande Is . . . HOME

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To: GREENLAW4-7 who wrote (44384)	12/29/2000 3:06:38 PM
From: Rande Is	Read Replies (5) of 57584

Green, I merely used Corvis as an example of an IPO BUBBLE. The thing hit 31 billion mkt cap in the first week or so. . . I think under 5 billion is more realistic and have said so since it was first released. I have no current opinion on Corvis, since it is a coin toss as to whether they will get their product to market in time to become a leader. . . or if another major player will beat them to market with better all optical switches. First one with a reliable all-optical switch gets all the marbles. I doubt anyone will remember who was second to go to market. So there is still considerable speculation in the play. And I lost my prior bet that Lucent would be first. . . as they have stopped talking about their product. So I am cautious, but certainly encouraged by the technology. Rande Is

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