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To: Clappy who wrote (27764)8/3/2000 3:58:19 PM
From: stockman_scott  Read Replies (1) | Respond to of 35685
 
Clappy: Good to hear from you...

I am in love with AVCI...I bought aggressively in the 90s on the IPO day...I like the prospects and the more DD I do the more I am comfortable with my big bet on this fiber optics pioneer. JNPR is also a great firm that is taking market share from CSCO -- its my only other holding right now. The big caps don't have the UPside I am looking for.

Best Regards,

Scott



To: Clappy who wrote (27764)8/3/2000 8:14:36 PM
From: Book Bag  Read Replies (1) | Respond to of 35685
 
Clappy,

>I love these Fiber IPO plays. There have been several. Anyone have a list of them?

Check BKHM but it's been out for a short while now. It's based in England and JDS owns a chunk of it.

BB