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Non-Tech : Amati investors -- Ignore unavailable to you. Want to Upgrade?

To: EdR who wrote (28590)	11/11/1997 8:18:00 PM
From: SteveG	Read Replies (2) \| Respond to of 31386

<Are there any companies in the 'bandwidth' area that you would buy at these levels?> For bandwidth technologies, I took a pretty substantial position in WCII on friday ranging from 25 to 26. I previously owned some QWST from the offering, and added in Aug, trading out a couple of weeks back. I also got into BFPT in mid Aug, selling half the position at the same time. I will probably add to these at some point. I am also looking at HLIT (Cowen's recent downgrade may signal time to buy) and have traded CIEN a number of times. With WCOM being a pretty strong CIEN customer, I think that the WCOM-MCI merger may be very beneficial to CIEN with all that un-WDM-ed MCIC fiber (LU/Pirelli notwithstanding). I also own some CVC from late Sep (60ish). I own MMCN from the offering, hoping it'll regain it's momentum soon. And I keep my eyes and ears open. Steve