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To: mact who wrote (1101)11/22/2000 1:32:59 PM
From: Shaw  Respond to of 2293
 
mact, who do you think are the most promising co.s in the optical networking sector? Also I didn't attend glider's telecosm conference, I did take a 22 point hit trying to play what I thought would be a posotive bounce coming from the conference, though.

I was waiting for someone to tell me what may have disappointed investors at the conference. You still aren't saying Cao's vision won't work, just that, don't exspect it to be implemented anytime soon. However, if the over all plan is good, and the current products are in growing demand, and increasing in number, then it seems to me we still have alot to work with.