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Non-Tech : Quiet Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: QuietWon who wrote (53)	9/2/1999 9:09:00 AM
From: QuietWon	Respond to of 186

FVCX - interesting item that many will miss & awakens us to possibility of the ISP or other deals for FVCX -->>http://biz.yahoo.com/bw/990901/leitch_tec_2.html So, we see a phone co adopting it in Canada. Now, there are rumors on Yahoo that there is a deal with one or more of: 1) QWST - seems most plausible, but poster provides no support 2) CSCO - I have called CSCO to ask about the SVC technology - have not heard back yet 3) GTE - possible, but hope not In light of the deal in Canada, what about: a) AT&T - may be too large for FVCX at this time b) WCOM - in the biz market portion vs residential I think it would be with a business-oriented marketplace vs consumer marketplace, as such technology likely implemented in commercial mkt first. Now, we know a lot of options were purchased about a week ago. Reminds me of IMCL when someone bot 780 contracts in a single deal - that was about a week and a half before Individual Investor puts out an article on IMCL and it starts to pick up a little, then about a month later CNBC and IMCL is off to the races. Now, we know there was a shale out yesterday - this I suggest is either: a) a co that almost got the amount of shares it wanted, but needed a bit more b) a new accumulator - someone late to the FVCX story. Something is definitely up, and based on timing with a few other instances, most notably IMCL, I beleive some news is coming next week. I hope there will be a few announcements to sustain the interest and momentum.