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To: Connor26 who wrote (104085)	6/24/2000 7:35:00 PM
From: nokomis	Read Replies (3) \| Respond to of 120523

GSTRF - if anyone has insights/links/info/research re satellite connection to the internet, please could you post? This concept, of which there probably are companies involved that I'm not aware of, is something I'd like to investigate more over the coming weeks... TIA...

To: Connor26 who wrote (104085)	6/25/2000 12:04:00 AM
From: puborectalis	Respond to of 120523

AVNX....`Avanex has forged a technological lead by developing photonic processors that deliver wavelengths in abundance, which we believe is the key to enabling the performance and capacity required of next-generation networks,'' Walter Alessandrini, president and CEO of Avanex said. ``We are committed to maintaining that lead by continuing to bring new products to market that leverage Avanex's unique combination of network architecture knowledge and advanced optical technologies.'' Avanex introduced photonic processors to the industry during SUPERCOMM in 1999. ``We have witnessed the growing awareness and acceptance of the Avanex approach,'' Alessandrini said. ``Network providers require a high number of low-cost wavelengths and the capability to transmit over longer distances at reduced cost. Avanex photonic processors deliver on those requirements with flexibility and scalability that produce long life cycles at lower cost coupled to ease of deployment without service interruption. Our ability to deliver tomorrow's solutions today ultimately means shorter time to market for enhanced communications services through the Internet and other advanced communications tools.''

To: Connor26 who wrote (104085)	6/25/2000 9:43:00 AM
From: lee kramer	Respond to of 120523

Last Thursday I shorted AMZN because it looked like a good short. I'm a trader and what follows is part of my rationale for trading rather than "investing." The AMZN was shorted because I thought there was a pretty fair probability that I could pull 4-5 points out of the stock on the downside. Pre-market on Friday morning the stock was trading around 40 1/2...down over two points from Thursday's close. Then there was an analyst "downgrade"...I think it was Mary Meeker. The stock was down more than 8 for the day on something like 45 million shares...approximately 8 times the normal daily volume. Ok, I got lucky. But what about all those who had been long AMZN? They took a pretty big hit. There must be a dozen or so "analysts" who cover AMZN. Not a peep. But one, maybe two downgrades and many of the institutions and individuals who are long AMZN begin bailing out...hard and fast. And this happens a lot...with many other stocks. How often have we seen a stock decline precipitously...and then we get the analyst downgrades...and isn't it possible, maybe even probable that the important institutional clients get the "upgrade/downgrade/"neutral"(a Street euphemism for "sell") before we do? One prestigious firm "targeted" NITE for $90 not too long ago...then downgraded it AFTER the stock collapsed. I see this happen a lot. This, to me, is pretty risky...oftimes far riskier than trading. (Lee)