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To: DOUG H who wrote (4723)	9/11/2000 8:31:33 AM
From: Boplicity	Respond to of 13572

the thinking is if T and WorldCom are so stressed they will not be able to buy as much equipment, also the CIEN charge has only added to the talk of over capacity. This should help. NOw I just read this <<08:03 ET WorldCom (WCOM) 29 15/16: Hearing positive comments this morning after company pushes through unexpected increase in consumer long-distance prices of 8%. >> But this should hurt. <<07:10 ET Barron's Stocks : Publication lists Media Fiber Network (MFNX), Global Crossing (GBLX), Qwest Communications (Q), Williams Communications (WCG), Enron (ENE), and Level 3 Communications (LVLT) as fiber-network providers whose shares will continue to experience volatility as tug-of-war continues on whether or not there is a glut of fiber line capacity. >> Greg

To: DOUG H who wrote (4723)	9/11/2000 8:50:38 AM
From: Boplicity	Respond to of 13572

<<Singapore Stocks Fall as Chartered, Electronics Follow Nasdaq Singapore, Sept. 11 (Bloomberg) -- Singapore stocks fell for a fifth day, led by Chartered Semiconductor Manufacturing Ltd. as investors fret declines by U.S. peers may mean fewer orders from the U.S. ``Everybody is worried there's going to be a slowdown in the U.S. and that impact may be greater than originally expected,'' said Sheree Tan, a director of Morley Fund Management (Singapore) Ltd., who helps manage $2.1 billion. ``If the U.S. slows down, Asia as a whole will be affected because growth here has been driven by investments in the electronics cycle.'' She said she may shift more money in coming weeks to North Asia from Southeast Asian markets. Venture Manufacturing Ltd. also dropped on concern the city- state's third-largest electronics manufacturer may report disappointing first half earnings, analysts and traders said.>> G

To: DOUG H who wrote (4723)	9/11/2000 9:16:36 AM
From: Boplicity	Read Replies (3) \| Respond to of 13572

here is another good article on the subject, <<"Can you have too much? Hold on to your modems – the fibre optic revolution is on. But is it a boom, or a bust?" canadianbusiness.com. >> I firmly believe it's essential that we have a broadband promise as driver in the market for the market to proceed with any amount of breadth, since I feel it's the next big think. We had the net, and the ambiguity of the promise of not knowing what it will be, but we knew it would be big. Now we have an idea of what the net is, but that is the net at 52k, now we need another promise with ambiguity attached to it, which is broadband access for the masses to be the driver. At least that had been my thinking, so this slow down hits right at the heart of my thinking. Greg