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To: abuelita who wrote (29300)8/17/2000 3:49:03 PM
From: stockman_scott  Respond to of 35685
 
Thanks Rose....My timing isn't always like this <G>....

IMO, its not too late to board the AVCI train. I am still trying to get some of my stubborn and conservative relatives to invest. I first told them about it when AVCI was around $100/share on its IPO day....Oh well, they'll learn someday. AVCI is not a sure thing but I feel it is a great investment in the RED HOT fiber optics sector. I don't see the upside I am interested in with stocks like GLW or JDSU so I have to look for some new players that have recently hit the market -- AVCI is now over 90% of my portfolio and I will ride with it as long as the firm executes and the sector is in favor. AVCI has a very small float and on 8/22 the quiet period ends....I feel that Morgan Stanley (the lead underwriter) will provide very positive coverage. I am taking a calculated risk to invest in AVCI in such a big way but I feel comfortable after doing my DD on this firm.

Best Regards,

Scott@letsgoforthebigupsidein2000.com