Gorilla Game Investing in the eWorld Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla Game Investing in the eWorld

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mike Buckley who wrote (1748)	4/2/2000 9:16:00 AM
From: que seria	Read Replies (1) of 1817

Interesting article on switching for optical networks: networkmagazine.com Explains well for a non-techie such as I the (no doubt simplified) details of the battleground among the (yet-to-be) optical network switching providers. There's clearly one gorilla in network switching/routing, but writer shows the several chimps (if you can call Lucent and Nortel that) contending for the yet-unstaked tech lead in the seemingly wide-open category of switches for optical networks. I'm not selling my Cisco, but I sure would like to identify an optical switching developer (I realize there's no product yet) that's public. Corvis seems a promising company, but it's private. I've looked at SDLI--pricey. Since I strongly consider price (even if only relative to sales growth, IPR, etc.), and readily hunt for shiny pebbles and gorilla wannabes in sectors where there's no clear gorilla presence, I'm no purist GG investor.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next