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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: fishweed who wrote (31083)	8/2/2000 1:57:51 PM
From: Mark Konrad	Read Replies (2) \| Respond to of 57584

FBCE...I don't know if this is common in the fiber optic business but it IS common among other OEM's (original equipment manufacturer) to not name customers publicly if the end product is going to carry a different name. Imo, it's largely irrelevant whether the product is being supplied to CSCO, LU, NT, Q, GBLX or to another middleman, distributor, or manufacturer. FBCE is on the "front end" of an industry which will see exponential growth regardless of employment numbers, housing starts, elections, etc. Imo, buying FBCE at 6-7 is perhaps even better than buying LPTH last year at 6-7. And yes, I'm long a bunch from low levels thanks to Rande and Steven Finkel. I intend to use some of my forthcoming HUGE OMKT PROFITS (yeah, right!) to buy even more--MK--