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To: RR who wrote (30656)	8/26/2000 10:48:54 PM
From: pinhi	Read Replies (2) \| Respond to of 35685

RR, AVIC is one we need to keep an eye on. No real revenues or profits yet and no options yet either, but JNPR, EXTR, and SCMR had no real revs or profits 18 months ago and now they do. Their revenues are exploding along with there stock prices. Interesting terabit router that may be competition foe JNPR and CSCO. My only concern is there may be too many network and optical companies coming public, but then again, the market opportunity is HUGE. I took a small position just to be in it, but may add significantly down the road. Pinhi