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Technology Stocks : IPOs: Too many, too fast, to little buyers?

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To: ynot who wrote (33)7/22/1999 3:44:00 PM
From: Wayners   of 84
 
The S-1 says that the exclusivity agreement applies to certain network products. It doesn't seem to get any more specific than that. PDYN is going to try to lock up more NSPs as customers over the next couple years so that they won't be as dependent on Lucent. The other networking companies will be trying to sell their broadband products as well. Its all about competition. Nobody knows who is going to capture the lions share of this market. I think those with the biggest pockets have the best chance. Those with the best technolgies will get bought out by the bigger fish like CSCO.
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