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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (263)	2/17/2000 7:02:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 30051

Tim, be weary of Lightpath, they are a graded fiber optic maker, it can become important in collimating tasks for optical networks, but surely do not justify the current capitalization of this company. They are running deficits in the $2 MM range per quarter, and while they got some important financing lined up (including $16 MM from calling warrants), they are a long way from being out of the woods. Of course, there is a current "optical networking fever" spreading to the smaller players, but as soon as this fever ebbs, this one will go back down, IMHO, and hard. Zeev