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To: drsvelte who wrote (10188)	10/5/1999 11:32:00 PM
From: SJS	Read Replies (1) \| Respond to of 14427

Doc, You've been reading briefing.com, I hope. They did a piece on this today. Probably some seedling thoughts for your ideas. However, I don't see the plethora of "A" and "B" codes for these guys. Nor do I see the high 90's either. I own QWST, and it's nice to see it run. The option volatilities were way up yesterday on QWST, but down a little today. Personally, I'm gonna play the semi focus for a while longer. The field is too strong to not continue. One rarely gets these opportunities, and as you've said "I've made some good $$$ from TXCC, GALT, VTSS, TER, and hopefully AMCC." Go with what you know, if you can! Get some ANKR, too <G>. Steve PS: CREE was down today on 4x average daily volume. Hmmmmmm...

To: drsvelte who wrote (10188)	10/6/1999 5:47:00 AM
From: Thean	Read Replies (2) \| Respond to of 14427

I second Steve reasoning - stay with what you know for now. When the fiber infrastructure begins to move and the mo-mo's begin to jump in, we may want to join the party at that time. Until then, they are probably dead money and buying time to recoup their spending. Take QWST and GLBX for examples, they will take time to digest their big purchases and it may be 1-2 Q away from increased interest from the street. But when that happens, we will know it. On the other hand, I think there are better opportunities with the fiber switch makers like CIEN and NT. CIEN is always a takeover candidate and its business is also taking off on its own at the same time. CIEN is currently on weakness but is testing support. May be a good entry point here below $35. Sell at $40-41.