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To: Boplicity who wrote (29260)	8/17/2000 11:07:33 AM
From: stockman_scott	Read Replies (1) \| Respond to of 35685

<<The PC sector will come back once your infra plays built out the promise of broadband. You can bet a PC or device much like them will be standard equipment, much like a furnace is today, installed every new home in the utility closet or basement.>> Greg: I agree with you....For now I have to go where the BIG gains may be....I don't mind taking calculated risks and I need to build up the balances in my accounts. I think the leading infrastructure plays still have a ways to run...;-) Best Regards, Scott

To: Boplicity who wrote (29260)	8/17/2000 11:58:17 AM
From: bonnuss_in_austin	Read Replies (2) \| Respond to of 35685

Hi, Greg et al...Hey: NTAP... What do you think now? I feel like I missed it yet again <g> @ $72. Do you still believe it could see 50s ... or even 60s ... again? Like, soon? Say, between now and October 15 or so ... TIA, 'b-i-a' ###

To: Boplicity who wrote (29260)	8/17/2000 1:35:10 PM
From: stockman_scott	Read Replies (1) \| Respond to of 35685

Run AVICI Run.........;-) Greg: This fiber optics pioneer is still undervalued, IMO and it has a VERY SMALL float of 7 million shares....the stock is behaving like DELL did a number of years ago -- the momentum investors and Funds can't get enough of it <VBG>. AVCI is my big bet for now -- next week when the quiet period ends and the analyst coverage kicks in we could really see some excitement. AVCI can be a volatile stock and it takes a strong stomach to HOLD your shares (I have bought 3 times -- first purchase was at $95). As long as the company executes I will HOLD all my shares. I think it could provide quite a ride between now and the end of the year (if the right things happen it could double from the current price and split)....this is JMHO. The fiber optics space is RED HOT and AVCI has a unique Terabit router that is being tested by some major players (like AT&T, Enron Broadband, and Williams Communications). Strap in and enjoy the ride...New highs could be just around the corner....;-) Best Regards, Scott