Auric Goldfinger's Short List Message Board

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Non-Tech : Auric Goldfinger's Short List

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To: Ocean_Joe who wrote (4171)	11/13/1999 1:44:00 PM
From: Mad2	Read Replies (1) of 19428

OJ, thanks for the response. Sector seems to be momentum driven....and crowded with JNIC and EMLX in the mix as well. Too toppy (for a long position) for me. That fear of heights scared me away from JNIC when it came out of the IPO box a bit slow (again a relative term) at 46-42 where it could have been a quick double (assuming the forsight to exit at the right time) Mad2 BTW wasn't one of the players in this sector having a reliability problem of late....seem to have read that but can't remember who it was. Given ANCR is/has been driven by hopes with SUN.....aren't they (SUN) tight with JNIC? I also recall SUN has a propierity Sbus (effects the switch technology and JNIC is the main guy here) that is supposed to phase out in about a year and the scuttlebut about ANCR is they are moving into JNIC's Sbus space......which will be obsolete pretty soon? good luck to ya Mad2

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