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To: Boplicity who wrote (3499)	8/8/2000 11:04:39 PM
From: mishedlo	Read Replies (1) \| Respond to of 13572

Has IRF bottomed? I bought a lot of this at 50 and sold at 60. Can pick it up again under 50. My first priority is safety as you might guess and this has not been that volitale compared to others.

To: Boplicity who wrote (3499)	8/9/2000 10:24:35 AM
From: stockman_scott	Read Replies (1) \| Respond to of 13572

AVCI is bouncing back nicely... I still have all my shares and feel it may really run when it comes out of the quiet period (and gets analyst coverage & announces some new contracts)...It seems to be acting like SONS did early on... Yet, good old Cisco clearly laid the foundation for a good week on the Nasdaq...that Networking giant is quite amazing...I like everything about the company EXCEPT the valuation. How many more times can CSCO double before it hits a trillion dollar market cap <G>? AVCI could be a 10 bagger from here and its market cap. would not be much beyond where JNPR is today. Obviously the AVCI team has to execute and I will watch them closely...For now though AVCI is my top pick for the rest of 2000. Good luck investing. Regards, Scott