good morning GW - heehee (meaning plz don't take any offense plz) do you ve to repeat your laundry list each time you respond? I mean, I love some of your picks too, but, when you repeat it too often people may misinterpret your genuine intention.
Ok, back to CSCO, the information is not new. Yes, it may impact the orignal grp of firewall cos, like RAPT and Checkpoint etc., but I am not sure if CSCO's intention is to sell firewall, rather, like its IOS, it want to further solidify its position in the networking sector (just a wild a** guess <G>) Even if it is intended to get into firewall biz, is it a more powerful threat than MSFT?
(offtopic) each time the big houses wanted to dump IFMX stks, long or short, they float another takeover rumor. I don't mean it won't happen, but the fact is that unlike RAPT, whose rise is based on the CEO comment on solid biz conditions, IFMX is not (clarification, as I ve indicated - porbably to you - elsewhere, I used to own IFMX so I know it has good products, but that is another story for another thread <G>)
Sorry if my comments offended you, didn't intend to
rgds Bosco |
