Jimbo's Playhouse/CPQ Message Board

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Technology Stocks : Jimbo's Playhouse/CPQ

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To: Mao II who wrote (3950)	8/31/1999 3:04:00 PM
From: fooledalot	Read Replies (1) of 12662

M2 & others, Do you know anything about this MMCN/IBM issue other than what is being reported on CNBC, which isn't much (or, I just have not seen the real details). MMC still gets over half of their business from CSCO. The IBM deal was supposed to be relatively new & is projected to contribute 20% of MMCN's revenues--what has happened to turn this south? They also signed new customers 3COM, Nortel Ciena & MRV Communications in the last 2-3 months. Evidently, it's policy enabling technology has been the market leader, but INTC is also wanting to squeeze into that arena. Trying to figure out if this thing has been over-hyped. f

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