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To: Tony Viola who wrote (3687)	8/4/2000 3:11:49 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"FWIW, I heard on CNBC today that Goldman Sachs thinks Greenspan is done for the year. That's Abby J.C., I assume. She be da one over the last few years with the most ears tuned in. We'll see." These are probably the same analysts that said Greenspan would never hike and there was no inflation. Or was that Larry Kudlow on CNBC... Sorry but "done for the year doesn't cut it for me"...I need "done for the cycle" and "rate reductions are the next in the order"... I view brokerage house predictions with skepticism...as they definitely have an agenda. What is Jim Grant saying? He's much better... RE:"I don't have enough fiber in my portfolio. Emulex, EMLX is on fire today after a good quarter report. Any other fiber stocks that are still a good buy? They got the Momentum." I think you know better than I...I do like GLW, JNIC... Might look at LVLT... Jim