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To: azluke who wrote (3376)	8/6/2000 1:29:31 PM
From: stockman_scott	Respond to of 13572

<<The Next Big Thing! I enjoyed your discussion on the G&K thread with Eric about the next big thing. You stated "The Next Big Thing, which of course is broadband wireless and wireland." ... "In order to make money in the market, ones needs try to understand not what is happening now, ones needs to be looking out 6 to 12 or more months, so I have adjusted my account to align with how I see it." What adjustments to your account have you made to align with the next big thing? What stocks do you believe will be the big winners?>> AZLuke and Greg: About 10 days ago I sold all of my stocks (even my great infrastructure players --like SEBL)....Last Friday I went 100% into the fiber optics area -- most of my IRA is in the new IPO AVCI...i also have a side order of JNPR...There are other great plays out there BUT I am focussing my investing for the next few months....The fiber optics field is RED HOT and mission critical to the build out of the broad band revolution....many of the Growth Fund Managers realize this and continue to put new money in this growing sector....I realize the valuations are rich on some of these new firms BUT I feel the greatest UPside is available in this area...Of course the big returns will require some good timing and some excellent stock picks <VBG>. Good luck investing....;-) Best Regards, Scott

To: azluke who wrote (3376)	8/6/2000 2:08:54 PM
From: Boplicity	Read Replies (4) \| Respond to of 13572

Right now, infrastructure companies JNPR, CSCO, NT, storage companies EMC, NTAP, database companies ORCL, companies that concentrate in servers SUNW, optical JDSU, GTW. The problem is everyone knows this already so ones has to wonder if this broadband promise is priced in already, we will see. While I wait, I will keep and eye on QCOM and the rest of the cell industry, maybe even the PC industry will see a reawaking with the installation off home servers starts to take off and all homes new start to come with PC/home server installed like a furnace. Then niche companies will come along and start to nibble at the old way. AVIC, is great example of what I mean, and JNPR before them. We have the backbone as optical then it runs into the slower routers, AVIC with it's tetra router removes a bottleneck, soon we will have optical routers, which start to remove layers, which could cause havoc in the CSCO's world. I little spin off to all this equipment that will be need is the power companies, and power supply companies like PWER. Cal. is already have problems with it's power needs, the USA has not been building power plants for years, there will be need for more power plants not only in the USA but world wide as the world becomes westernized, so maybe Fluor, and the other big engineering firms, plus the actual power companies like DUK. Greg