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Technology Stocks : METROMEDIA FIBER NETWORK (MFNX) -- Ignore unavailable to you. Want to Upgrade?

To: ahhaha who wrote (540)	9/13/1999 10:06:00 PM
From: Bill Lotozo	Respond to of 1983

If you want a good short -- Net to phone (NTOP). There just isn't much more to announce and it is still a long way down.

To: ahhaha who wrote (540)	9/13/1999 10:38:00 PM
From: Techplayer	Respond to of 1983

ahh, ntop, rbak, jnpr and until today cmtn are all better shorts for november than this, imo. brian

To: ahhaha who wrote (540)	9/14/1999 8:04:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 1983

I think that the buying elasticity may have just been altered by some measure by CSCO's joining in, and by some other not-so-obvious attributes of MFN which have thus far only been associated with a pure bandwidth play. Re: the Cisco factor, I'm referring to their partnering announcement yesterday, with MFNX, in the metro Gigabit Ethernet space. Maybe this is nothing which is overly significant at this time for either party (other integrations of this sort are now becoming common place in a very quiet way, but none of them thus far have had the splash of a Cisco)... but it opens up a new dimension of awareness and marketing for them for their untapped supply. This will place some additional "meat" on the table, as you say. They have a lock on this sort of thing in the markets they serve, because the ILECs wont, and the regular CLECs cannot at this time (heck, most CLECs are dependent on MFNX, too), supply it on the same scale.