SI
SI
discoversearch

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.
Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: abstract who wrote (36097)4/20/2001 12:00:50 PM
From: stockman_scott  Respond to of 65232
 
Some Good Reasons to Take a Second Look at Optical Stocks...

moneycentral.msn.com

<<“Metro access” infrastructure is now the name of the game, not long-haul transport. “During the past two years, the industry was building out the core, or the backbone,” says Tang. “But the metro space is the next bottleneck. Metro is the next big wave.” In short, telecom carriers need to beef up local access to bring more customers on line, so they can make money off those long-haul investments...>>

They even mention my favorite stock--> OCPI...It continues to trend UPward and next week they have an earnings release. And yes folks they have REAL earnings (unlike some new players such as CORV). I love it when I can buy a fast growing optics firm with a P/E that's still in the 30s. OCPI is also positioned in the hyper-growth Metro Sector -- one area that its large customer Cisco continues to be quite bullish about. There are no guarantees with this stock but the sentiment, relative strength, and momentum are all improving...IBD ranks OCPI as #2 in the entire optics category...I look forward to earnings and wish I had more dry powder to put to work..=)

Have a great weekend everyone.

Best Regards,

Scott



To: abstract who wrote (36097)4/20/2001 12:14:34 PM
From: Dalin  Respond to of 65232
 
Top o da mornin Porchies!

ITTTTTTTSSSSS FRI-I-D-A-A-A-Y!!!!!

....Yaba daba do!!

Ok, so its noon on the east coast. You guys get up to early anyways. <g>

You just awake... your eyes are still shut
Still can't quite focus.....still draggin your butt
You know you need coffee......can taste that first sip
You wait for the maker.....and put the mug to your lip

The feeling is warm.... just what you need
But you know you need more....and it's something to read
The paper you say??? no...don't think so.. not it...
It's much more exciting... you cant wait to "click"...

You boot up your puter.......you click that icon...
Can't keep from grinning.... you're really turned on!
When the voice says "Welcome"...your heart skips a beat!!
You know you're addicted....all the friends that you'll meet.

And then you see it.......you wait with a stare....
The mail box lights up!! "you've got mail" waiting there!!
OH.. what a feeling!!.... you look with delight!
You hoped you'd have mail.... and you knew you were right!!

So you go thru the mail..... knowing this is the "Best"..
Reading this, reading that....as you go thru the rest.
Some you give the "delete" key....others get your first click
You know you must hurry......you gotta be quick!

It is then that you hear it.... You can't wait to see
Your heart gets a flutter... whose name will it be?
And then there it is..... covering part of the screen
The sweet little sound....Oh..you know what that means!!!

"Quick mail check" you promised....you said in your mind.
But you just got an IM.... and you're pressed for time!
You know that you want to.... and respond you will
So you stop what you're doing.. and go for the thrill!

You "LOL" and "BRB", give kisses and hugs..
You type and send words... refilling your mug
You give your good friend your attention and time
So that quick little mail check... turns to hours online!


:0)

Ramblin