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Strategies & Market Trends : Bill Wexler's Profits of DOOM

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To: Bill Wexler who wrote (3333)10/4/1998 8:15:00 PM
From: valueminded   of 4634
 
Bill:

<<Spectacular growth. Compelling technology. Great management. A world that will be growing network infrastructre at dizzying speed.>>

Would you care to quantify any of this ? ie Why do you claim great management. Have you talked to them ? Whats so compelling about the technology ? Lots of buzzwords but little in the way of verifiable answers. Maybe you have laid out the bullish case in another post. In which case you could just refer me to it. thanks.
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