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To: wlheatmoon who wrote (33)1/16/2000 12:54:00 AM
From: Jorj X Mckie  Read Replies (1) | Respond to of 540
 
Just to diversify a little and to go with the buy low philosophy...

What about precious metals??? SWC and ASA would be on my list...if this isn't the profile that we want for the portfolio, no problem.



To: wlheatmoon who wrote (33)1/16/2000 10:48:00 AM
From: The Phoenix  Read Replies (1) | Respond to of 540
 
MKC,

You should add (or guilder should) that CNXT is a leading vendor of OC192 silicon for use in opitcal networks and upcoming new technologies which will be deployed in high speed local dual ring fiber environments.

Full Disclosure: Long CNXT since OCT.

OG



To: wlheatmoon who wrote (33)1/16/2000 7:01:00 PM
From: John Pitera  Respond to of 540
 
Mike, thanks for posting this key paragraph on CNXT.

and Gary's point is outstanding

You should add (or guilder should) that CNXT is a leading vendor of OC192 silicon for use in opitcal networks and upcoming new technologies which
will be deployed in high speed local dual ring fiber environments.


many thanks for that Gary.

CNXT is a super company. -ng-

mike, we are definitely on the same wavelength with WCOM.

John