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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Percival 917 who wrote (529)	9/13/2000 12:42:03 AM
From: stockman_scott	Respond to of 65232

Joel: I had a very large position in AVCI until this afternoon....I was in a meeting but got stopped out of most of my AVCI holdings at $102/share....I never expected it to come down this far --- until a 3 for 1 split kicked in....of course i have been wrong before...;-)...Today many of the major telecom infrastructure stocks cratered (check out NT)...AVCI and CORV have been hit hard in the last week -- they are recent IPOs and IMO the Funds are not very patient in this environment....There are also some ANALysts and media pundits who have no idea about what's really going on in the telecom sector...The demand for high end routers will only increase. I still like the AVCI story and will look to re-enter soon. Here is a terrific post courtesy of Pat Mudge on the SDLI thread regarding the issue of 'the supposed telecom capital spending slowdown': Message 14372618 Good luck investing. Regards, Scott