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To: Bill Harmond who wrote (139148)	2/12/2002 11:46:34 AM
From: GST	Read Replies (1) \| Respond to of 164684

ONIS has a lot of cash and is in a good sector from a potential future demand perspective -- my post on ONIS have been intended to point out that even with one of the better stocks in this sector there are great uncertainties -- in the case of ONIS there could also be substantial rewards, but not unless there is a huge sustained pick-up in demand with little new competitive entry in the next couple of years.

To: Bill Harmond who wrote (139148)	2/13/2002 12:05:33 AM
From: schrodingers_cat	Read Replies (1) \| Respond to of 164684

I look at WCOM, Q, SBC coming in with disappointing results and announcing cuts in capex and I don't see how any of these equipment companies are going to prosper. It's interesting to compare p/s ratios: The new economy phone company: WorldCom p/s 1.07 The railroad : Union Pacific p/s 1.4 The gas pipeline : Trans Canada Pipelines p/s 1.88 Can't help wondering if WCOM is cheap here. Given that ONIS can't succeed if big carriers like WCOM don't rebound then WCOM would seem the better bet.