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To: Sector Investor who wrote (23510)	9/5/2000 11:22:42 AM
From: Sector Investor	Read Replies (2) \| Respond to of 42804

Interesting post on the JNPR thread. Note who the poster is too. Message 14328373

To: Sector Investor who wrote (23510)	9/5/2000 11:25:47 AM
From: mact	Respond to of 42804

it's called the "cockroach " effect...if theres one, there are others<gg>.

To: Sector Investor who wrote (23510)	9/5/2000 12:05:59 PM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

<<this "trash the group, if one has bad news" syndrome is something I've wanted to understand for a while now.>> yes, typically overdone, but usually for a reason.... this throws the "ability to pay" of some CLEC's into question. i think what often happens is "potential" negatives in a hot sector are ignored until something actually happens.... so, when a CLEC doesn't pay, analysts begin to look at the group and question how many more might have payment difficulties... so, if you're selling to CLECs, your DSOs are immediately in question. just means there's a new risk in the equation. the next step is to look at the companies (such as MRV) that currently or potentially supply the CLECs... what kind of an effect might this have on a company smaller than a CIEN (and similar questions)...? that being said, much certainly IS "kneejerk reaction", but we're talking about a sector with a lofty valuation, so nobody wants to get caught "holding the bag"....so, selling a little on some bad news lowers the risk.