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To: abuelita who wrote (29315)	8/17/2000 5:21:40 PM
From: Dealer	Read Replies (1) \| Respond to of 35685

Hi Rose! Where ya been? Either Gilder or JDSU, I was just reading about LNOP and you posted that. I thought where did she and I just run into each other. I guess there were so many people over there I didn't even see ya. How ya doing? later, daeler

To: abuelita who wrote (29315)	8/17/2000 6:04:13 PM
From: Clappy	Respond to of 35685

Hi Rosie, I was hoping someone would ask me about LNOP! (...almost as much as an Amway salesman loves it when someone asks them if they know of any good cleaning products...) Part of my optics/bandwidth DD had me stumble across a small upstart company called LanOptics. They own approx. almost 80% of it's subsidiary called EZ-Chip which is a fabless chip maker (like Rambus). From what I gather, Glider believes that this company poses a threat to Cisco and the other router companies. The EZChip is a processor that hands tremendous bandwidth as it processes packets of data and directs them. Gilder thinks this will be the beginning of router becoming a commodity much the way PC's have become. Here's a link to the Gilder stuff: Message 14225360 Then I bagan searching articles about them and found the following two. Both speak highly of this technology. electronicnews.com. Here's a snip: With this technology, EZchip is set to tap the growing market for the next-generation switches and routers. In fact, the market is expected to grow between 66 percent and 72 percent to $3 billion in 2004, up from about $300 million in 1999, according to estimates from market research firms Cahners-In-Stat and GartnerGroup Inc.'s Dataquest. So far the mantra is simple: If you have a cutting-edge design, the chances are one of the big players like Motorola or Lucent will offer to buy you. That presents an opportunity and a challenge for next-generation start-ups like EZchip. And the other article: eet.com == So I bought a small amount today at ~16 1/2. It has run up over the past three days with lots of volume. Here's a chart. stockcharts.com[L,A]DACLYYMY[DC][PD20,2!B200!B50!B10][VC60][ILD20!LG!LC20!LH14,3,3!LK14!LJ[$SPX]!LM12!LF] JW, is you see this could you give me your thoughts, please? I realize that it has to come back a little. How much? What do you think? The rumor is that Gilder will mention them in one of his coming reports. Perhaps not as an addition to his list. Possibly as an example as to where CSCO has chinks in it's armor. Anyhow, I consider LNOP a lottery ticket. I didn't risk much on them. They have a market cap under $150 million and a small float. They can go up vary fast and then fall very fast with a poor Nazdaq week. A market cap of $1.5 billion makes them a ten bagger. I'll settle for a two bagger. I like the buzz coming out of them. Hopefully they market themselves well with lots of news and press releases. -DDClappy