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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (866)	4/7/2000 8:13:00 AM
From: John Pitera	Read Replies (1) \| Respond to of 33421

Hi Bob, I'm not sure when ONI is going public. I have not seen enough info on the company to come to any conclusion of if it's a buy or a sell. MAN's (Metropolitan area networks) are a big development, especially the fiber-optic aspect of the transmission quality. Is it WMB (Williams) who is laying the broadband cable along the Hardy or is it ENE or Q? ENE is a very innovative company....Their plan to become a BroadBand Market Maker and to have a trading Platform used by all the major BroadBand companies, could grow into something quite considerable. Message 13371584 ------------- Brocade's Move To Partner Up With ONI We believe Brocade's recent ONI (Optical Networks) partnership represents a significant shift in the dynamics of networking. The agreement promotes Fibre Channel to fiber-optic connectivity across Metropolitan Area Networks (MANs). We believe partnerships between voice networking, datacom networking and storage networking companies has been imminent. We believe Brocade has been strategizing with most major networking companies in an effort to create synergies between various networking platforms. We believe Brocade will continue its efforts to leverage its core competencies across other networking platforms,