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Strategies & Market Trends : The New Economy and its Winners

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To: Oeconomicus who wrote (8107)	8/2/2001 4:17:12 PM
From: Bill Harmond	Read Replies (2) of 57684

I think these are give-away prices for Avici. Just beginning its ramp with AT&T, top-quality product, and a valid competitor with only a 1% share or whatever. Needs more customers than AT&T for the Street to believe, but I bought more at 5. How've I been...like flying through a thunderstorm for 15 months, but coming out the other side whole and 30 feet above the rocks! I spent this time doing a ton of research particularly in telecom, and I feel better positioned for an upleg than ever. I have a lot of confidence in my list...especially in total.

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