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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: t36 who wrote (12712)	12/13/1999 5:26:00 PM
From: Todd Bishop	Read Replies (1) \| Respond to of 54805

I've held MFNX for a couple of months and while I understand dark fiber and the market for it, there is nothing of the IPR nature to it. It is only a matter of having the funds and the desire to lay it. They are embarking on a "If you build it, they will come..." campaign and should do very nicely. ABOV is in Exodus' realm and is about 15 IDC's behind Exodus. Sorry, but I don't even think I need to look at the numbers to dismiss them IMHO. I'd like someone to argue a case for them as my investment in them would be worth all the more. Todd