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To: jhg_in_kc who wrote (11145)6/17/2001 10:31:36 PM
From: jghutchison  Respond to of 12623
 
jhg,

ONI offers a low cost Metro DWDM solution. This is the company's only product. That puts them at a distinct handicap to those offering across the board solutions that are 100% compatible.

My investment philosophy is to invest in the best and forget the rest. Determine the leading sector, and the leading company in the sector. Generals always lead the troops.

Jack