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To: H James Morris who wrote (107499)8/24/2000 10:30:43 AM
From: microhoogle!  Read Replies (1) | Respond to of 164684
 
Any opinions about CORV at this level. I am considering because of what is written in this article (an optical vs electrical telecom infrastructure)

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To: H James Morris who wrote (107499)8/24/2000 11:07:47 AM
From: mogwai8myball  Read Replies (1) | Respond to of 164684
 
hi HJ. I agree, blodgett and the b2c Nets are a drag. Just wonderin' if u have an opinion on Genuity (GENU). This Bell Atlantic-GTE spinoff was a busted June IPO (opened at something like 11 dropped down to 6.5 now clawing up to 8.) It's supposed to be a Net infrastructure play ala EXDS, with some SAPE thrown in, but what i find intriguing is the book value listed on YAHOO! Finance is $21. Market cap is $7 billion, yet cash on hand is more than $9 billion. This bad boy has options. TIA.