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To: Boplicity who wrote (27765)8/3/2000 3:54:23 PM
From: stockman_scott  Respond to of 35685
 
Greg: Avici is shooting to the moon...I didn't expect this run to happen so quickly...I still see some significant upside from here. If I had extra cash I would buy on any pullbacks below $150 (if they happen)....this company has some MAJOR customers (like Enron Broadband and Williams Communications) actively testing as I type...they could announce some BIG purchases of the new Router and deployments at any time. That would validate the AVCI story and shoot the quarterly revenues through the roof. Analyst coverage is still a few weeks out. With a very small float and Nortel as a strategic investor good things could be on the horizon, IMO. I expect that AVCI could run to $250++ by the time the quiet period ends -- with some consolidation along the way...then if the right acceptance is there for the product, watch out....we could see a run-up like JNPR experienced in the early days....Right now AVCI's market cap. is about $7 Bill (around 1/6 of Junipers)....Its still an early stage investment....Yet, I really like the UPside that may be possible....Good Luck Investing ;-)

Best Regards,

Scott



To: Boplicity who wrote (27765)8/3/2000 5:12:53 PM
From: stockman_scott  Respond to of 35685
 
Avici shares continue to rise...FYI...

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