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To: HammerHead who wrote (39426)	12/27/2000 10:11:34 PM
From: JRI	Read Replies (1) \| Respond to of 42787

Robert- Just for the sake of argument, I don't think the fiber optics/Dell analogy is really that solid...Fiber optics stocks may be overvalued and have further to fall, but fiber optics is, in my view, no where near the maturation level of PCs '95-'00...also, Dell was successful (stock-wise, hyper-growth wise) as the #3 guy getting to be #1 guy...part of their problem (stock-wise, growth-wise) being the law of larger numbers, and in part due to the maturation of the industry....I don't know if either of these arguments play in well for a stock like JDSU (fiber optics components), etc.....spending on their stuff may or may not take a dip, but the buildout will go on for a long, long time, and there are only a few companies doing it (with pretty un-like PC margins)..and JDSU looks like they could fit a "gorilla-like" status better then Dell ever could (or hope to)... Having said that, I have no idea what those stocks (fiber optic component suppliers) are worth, and they do indeed appear overvalued in this new era of (sane-r?) valuation. I only bring up these argument for you to consider because I have been burned more than once by "imperfect" analogies (haven't we all?)..we'll see...good luck...on the over-valuation play alone I think you'll probably do well...

To: HammerHead who wrote (39426)	12/27/2000 10:32:22 PM
From: dennis michael patterson	Respond to of 42787

>After all, the DOW is still at healthy 10800. < Right! He doesn't give a damn about the casino. With G, PG, MMM and the like going up smartly, he will not cut. I've made the most money lately on, are you ready for this, Financial Services and the Midcap Index!! I surprise myself!

To: HammerHead who wrote (39426)	12/27/2000 11:59:47 PM
From: Jack T. Pearson	Read Replies (1) \| Respond to of 42787

If fiber is like Dell, it is like Dell in July 1996. I got a cable modem two years ago. Last month I got a router and switch and set up a home network with three computers, soon to be four. Now everyone in the family is pulling up high bandwidth content instead of watching TV. As far as I'm concerned, high bandwidth internet is the biggest advance since the hard drive. I can buy almost anything on the internet. I researched my wife's mini-van and bought it on the internet. Bought all of my Christmas presents on the internet this year. On the internet, I can research products much more thoroughly than in any store. I can preview the music on any album, read book reviews, research any subject, do stock research that used to take days in minutes. I look forward to being able to listen to radio programs and watch TV programs and movies when I want to. I suspect I will be working from my home a couple of days per week by the end of next year. All because of high bandwidth internet. What is the penetration of high bandwidth internet today? 5%? Sounds like an opportunity to me.