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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?


To: cnyndwllr who wrote (7260)8/31/2001 2:30:30 PM
From: The Ox  Respond to of 23153
 
Actually, no, I haven't really given the large caps much thought. I've been looking around the beaten up fiber optics and the carnage is wide spread. Not sure there's much to get excited about but I've been considering a basket of CORV, AVCI, AVNX, NUFO. I'll probably nibble on these and set them aside as a very high risk, early entry garden to see if any of them bear future fruit. The clouds are so thick in the industry that I may well be buying smoke and small mirrors (MEMS). I respect Ray's opinion on this group and I believe he still thinks that they aren't worth the risk (feel free to add your 2 cents Ray <gg>).

I also lean toward KOPN and EMKR as potential multi-year winners.