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Technology Stocks : Corvis Corporation (CORV) -- Ignore unavailable to you. Want to Upgrade?

To: Doug Skrypek who wrote (373)	3/7/2001 12:32:32 PM
From: coug	Respond to of 2772

Doug, IMO, the Merrill Rec is perfect. <<.We are initiating coverage of Corvis with an intermediate term Neutral and long-term Accumulate rating.>> It is SAFE for them but indicates, to me, the Company and Technology is real .. Speculative, of course.. But that's what I want anyway.. So I bought more yesterday just under 8.00.. So I am getting where I want to be.. So if it does something positive, I will know it..gg We will see.. c

To: Doug Skrypek who wrote (373)	3/7/2001 2:01:53 PM
From: Secret_Agent_Man	Read Replies (1) \| Respond to of 2772

smart money article today biz.yahoo.com It's important, though, to be selective, because large integrated firms like Nortel will be slower to recover than smaller, nimbler rivals. What their carrier customers need to buy their way out of the slump is more of the new equipment, and less of the old. As my colleague Cintra Scott pointed out in the aftermath of Nortel's revenue bombshell, much of its product line consists of older equipment that no longer grows at dramatic rates. True, Nortel continues to revamp these products, and some of its customers can cut costs by updating the stuff they already own. But more powerful savings will come from optical equipment that makes large strides in reducing the cost of sending every bit of information across the fiber buried in the ground. That's where younger competitors selling more innovative equipment come in. Their ranks include Ciena (NASDAQ:CIEN - news), Sycamore Networks (NASDAQ:SCMR - news), Corvis (NASDAQ:CORV - news)