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To: SJS who wrote (12000)	2/13/2000 7:03:00 PM
From: drsvelte	Respond to of 14427

BTW, Welcome back! Rested, refreshed and ready-to-go! The best I could muster up was dinner at Antoine's in the Big Easy!gg The COMPQ has me a bit nervous, altho it did pull off its lows Friday at the close. There is not much in the way of news to move it higher and as we get closer to March, I suspect the Uncle Al Dickie Doo Dance will re-emerge. I am trying to be cautious (1/3 cash), but couldn't resist a little AMCC down over 30 ("down over 30" - that's kinda incredible ) and a little HLIT. Charts look absolutely terrifying, and I may bail in a heartbeat. Bought some MSFT for the WIN2000 release - Gartner negativity not withstanding! PS - Trivial Pursuit. Who coined the term Dickie Doo Dance???!!! C'mon Wedgie.

To: SJS who wrote (12000)	2/13/2000 7:07:00 PM
From: Snowshoe	Read Replies (1) \| Respond to of 14427

>>so long-live SONET!<< Have you seen this recent piece by Gilder? Not quite sure what to make of it... A DEATH FORETOLD By George Gilder forbes.com Last year was the biggest sales year ever for SONET, the synchronous optical network hardware used for routing voice and data packets over the telco's extensive fiber-optic networks. A.D. 2000 likely will be even better, and the market may grow to $10 billion...right before it collapses. Like the final supernova of a brilliant star, SONET will blow up to thousands of times its original brightness--just before it caves in on itself to a dark, silent death. And like the resulting black hole, SONET can suck companies as large as Cisco Systems and Nortel Networks, Lucent and AT&T, and as fashionable as AMCC and PMC-Sierra, into its downward spiral, unless they commit fully to the new world--the all-optical network.