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To: mishedlo who wrote (10429)2/19/2001 2:40:23 AM
From: Raymond Duray  Respond to of 13572
 
Misheldo,

It's wise to answer easy questions by doing research:

For CLEC, ILEC, BLEC, and DLEC, try:
acronymfinder.com

For OC-192/768 try:

google.com

Else:
harrynewton.com

Finally, do you believe CIEN has the growth it claims?
I have associates in the industry and TTBOMK, no is the correct answer to your inquiry.

Thoughts on SCMR and AVNX as well if you could?
I have contributed to both of those threads here at SI. Do some research. Particularly, last October, I was a total jeremiah on the AVNX thread, bashed for it, and found to be prescient.
Here's some of what I had to say:
About over-enthusiasm:
Message 14783705
About blindsided execs in the component sector:
Message 14817444
Read This and Understand It!:
Message 14787142
Is AVNX management bent?:
Message 13508510

Just for laughs:
Message 14725340

I am tired of making investment mistakes, and when I go long,
Well, duh! When you go long you are making an investment mistake. The public markets are a dumping ground for the VC's ideas that they need an exit from.

Of course we could just have a false rally off that sector before everyone realizes it is still a mistake.
Look up Walkingshadow in Peoplemarks. Follow his logic on $COMPX, he agrees with this view and has TA bona fides to back it up.

HTH, Ray :)