Also, any thoughts on the upcoming collision between LU and CSCO? What would be a good strategy here?
Hi Will:
It is my personal opinion that the best strategy for the upcoming battle is to take a position in the gorilla (CSCO) and to hedge that with some LU. Personally, I think that when this market takes off, there will be plenty of dollars for both of these to profit, and LU is indeed collecting quite an arsenal of data networkers. But, I can't help but think that what they are still missing is the IP expertise that CSCO has. I think that convergence, initially, may be dealt with with a combination ATM and IP, but eventually, once QoS over IP is established, it will migrate to IP only. And I think that CSCO is already addressing this, whereas LU is trying aiming for the current demand, which seems to be ATM (as evidenced by their purchase of ASND) for the most part. JMO, though.
BWDIK,
Justin |
