Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: Raymond Duray who wrote (10427)	2/19/2001 2:20:04 AM
From: mishedlo	Read Replies (1) \| Respond to of 13572

Ray can you please explain some terms for me? Thanks In advance 1) CLEC 2) OC-768 3) OC-192 Finally, do you believe CIEN has the growth it claims? If so, is it based off new products or because it picked up older technology (while bragging as if it was optical leading the wave). Thoughts on SCMR and AVNX as well if you could? Perhaps you answered some of those earlier, but I want to make sure I completely understand! I am tired of making investment mistakes, and when I go long, I want to pick some companies with care. Unfortunately, you dampered my hopes for what I thought could lead us out of this mess. Of course we could just have a false rally off that sector before everyone realizes it is still a mistake. M

To: Raymond Duray who wrote (10427)	2/19/2001 9:24:32 AM
From: GraceZ	Read Replies (1) \| Respond to of 13572

My only response is that the money ain't in telecom it's in datacom. Voice is headed towards free (with oh so many things).

To: Raymond Duray who wrote (10427)	2/19/2001 1:37:27 PM
From: D.B. Cooper	Read Replies (1) \| Respond to of 13572

Raymond Do you think TSIX will survive through all of this? PH not DH

To: Raymond Duray who wrote (10427)	2/19/2001 1:58:01 PM
From: Boplicity	Read Replies (1) \| Respond to of 13572

Ok, accept all that. That is now. My point being, things will not stay static, the bandwidth will be used. You are not about to tell me the telecom sector has reached the same state the PC sector has and there is no point to increase bandwidth through the network? Ray, do you believe what we have now is it, and there is no point to going forward? How about giving me your vision of what the next 10 years will look in the Telecom sector? Will what we have now be inadequate to handle our data needs 10 years from now? Greg