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To: Michael Auth who wrote (1006)	10/26/2000 7:06:40 PM
From: Asymmetric	Respond to of 2260

Johnny, Thanks for posting Report. Some great stuff there. Avanex is definitely a company worth looking deeper into. Right now however, lot's of CLEC's overbuilding their fiber routes, and as Nortel earnings report highlighted, shortage of trained labor and engineers has become a bottleneck or short-term limiting factor. FYI, Cisco is also very worried regarding shortage of trained personnel. Peter.

To: Michael Auth who wrote (1006)	10/29/2000 12:15:57 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 2260

Johnny, Thanks for posting that report, I enjoyed reading it very much, and I've made reference to it elsewhere. What publication or web site is it taken from? Or was it, perhaps, your original work? If not, a url would be helpful if you have one. Thanks. FAC