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No. of Recommendations: 0
PW,
Right now, fiber is red hot and all of the companies in the space are seeing their valuations go through the roof. I've seen you on the GLW board and to the inevitable question -- why not GLW and why have they been taking a hit, take a look at what GLW stock has done in the last 12 months or so and understand that gains that come that quickly take time to digest. Look at NUFO, a recent IPO. That baby was as high as $155 or so and has gone up and down like a yo-yo ever since. I suspect that CORV and AVCI will be worth owning once the IPO hype surrounding the stock has died down and the momentum players move to another sector or stock(s).

Cheers,
Dan
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