vladimir--
a lot of people are going to buy what the telco is using, and in BEL and GTE regions, that is WSTL.remember that you need two modems on each end. besides, what rockwell got from PAIR is falcon, a solution that few seem to want.
as for the ORCTF v.WSTL valuation, we are not talking about a business analysis, we are talking about valuation of a security. and WSTL does trade at a discount to ORCTF. dont get me wrong, i like ORCTF, and am very happy with it. that does not change the fact the WSTL is still undervalued relative ORCTF on a fundamental basis.
i hope i am right too about GTE and BEL. if i am not, then i will have to become very accustomed to the low teens<G>.
good luck to all,
trey |
