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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Randy Ellingson who wrote (5366)	2/16/2001 12:17:10 PM
From: Jan Crawley	Respond to of 57684

I am watching the L2 Sunw action; lots of selling pressure right now at 23 9/16. Pending to buy 1K shares at 23 1/2 and hope that it will hold and bounce a little. Otherwise, it's OK for me to hold a 1K sunw position.

To: Randy Ellingson who wrote (5366)	2/16/2001 2:17:43 PM
From: Glenn D. Rudolph	Respond to of 57684

Did you see that commentary from the Fool on IP infrastructure growth? It said that while the demand for data bandwidth by consumers and businesses alike is there, the financing isn't. So it seems we're in a phase where the adoption will increase, running into capacity barriers, until enough cash flows through to the service providers so they can resume their buildout at the higher rate. Randy, You and I are on the same page here. I was/am hoping the Fed will help with liquidity. Did you see the world wide router report about 9 PM eastern time last Sunday evening. Excess routing and bandwidth was down to 6%. That reported was due to the Napster decision to come out the next day. My only pojn t was there was very little spare bandwidth. Here is a link to check the world system at any point in time. You will notice demand for bandwidth continues to increase but the supply is now not increasing as fast. Just keep a record of the numbers each week: reallybig.com