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To: H James Morris who wrote (105413)	6/25/2000 10:27:00 AM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 164684

its all about infrastructure. That's why Accl and Onis did so well on their IPO's. James, I agree completely. I am totally in infrastructe with the more speculative funds I have. I gave up on IPOs since typically I could 200-500 shares if a begged big time. My portfolio is actually up 15% this year which surprises me. Earlier last week it was up 25%. I do not believe all the articles that indicate the lack of cash by the dot comes will reduce the growth of the infrastructure firms. Those are two different inssues in my mind. DSL is being rolled out quickly in both the Erie and Meadville markets. Small towns but it is already there. We have had cable access in the Meadville market for businesses only for the last 18 months due to the fact we are served by one of the few remaining private cable firms. The cable firm has now put replaved all main lines with fiber and I know they plan on a fall promotion to sign offer and sign up the residential user. Erie has Adelphia cable and they are offering cable access too. None of these services cost less than another ISP with a second phone line within a $10 variation. The exception is they milk the businesses price wise:-( I am trying to convince them that the stores I have in a shopping mall and in a strip shopping plaza is a residence;-) Broadband is coming fast and I plan to buy the stock that will have the momentum for this behind them. You just bring them to my attention please:-) Glenn

To: H James Morris who wrote (105413)	6/25/2000 11:13:00 AM
From: Sarmad Y. Hermiz	Read Replies (3) \| Respond to of 164684

>> ``(Infrastructure) is where the action is,'' said John Fitzgibbon.... HJ, You've been in stocks far longer than I. So you should know all these statements are just "after the fact" non-sense. A few years ago the mantra was that the stocks to benefit most from computers were the industrials because they would restructure their operations. It turned out that INTC, MSFT, and CSCO, etc... are the winners. Then it was the B2C, because they had the rising revenues. Now it is infrastructure. I'm sure it will peak, and then someone will explain that it was bound to become a commodity in over-supply. You are right in stressing that success in stocks is mostly in timing the "sponsorship" and the hype. AMZN collapsed because an analyst repeated what has been obvious for years. But now the time is ripe, as opposed to when the previous ML analyst (Jonathan Cohen ?) said the same thing about AMZN 15 months ago. So is there anything to the infrastructure plays, other than sponsorship and hype ?