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To: Bill Harmond who wrote (116341)1/28/2001 1:03:19 PM
From: Mark Fowler  Read Replies (1) | Respond to of 164684
 
I pruned Brcm a bit i'll hold it; i think it'll trend higher but at slower pace. I sold Scmr, insider sales going on there. I think the Fibre stock is Jdsu valuation and growth look good.. Cien and Scmr valuations a too high for me. I'll look at brcd again.

Next Five Years to Bring Tremendous Change to Telecom
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