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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Jeff Jordan who wrote (68213)2/15/2001 9:57:15 PM
From: Earlie  Read Replies (6) of 436258
 
Jeff:

You are heading for a personal financial disaster if you ride the optical stocks on the long side. Check out NT's supplier list first, then have a look at the incredible glut that already exists in bandwidth. Then note the optical users that have put themselves up for sale (and can't attract buyers). Personally, I see that sector as an excellent place to play "short".

Best, Earlie
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