JS, to buy or not to buy, that is always the question.
I can't tell you what to do. I feel that the NN ATM is a
very hot product and in the hands of Big Daddy is going to
kill competition.
Networking is were the action is in Technology and
NN's ATMs are smack in the center. NN, small, from a
" foreign, far away land , Canada "( apology to all Canadians ),
couldn't compete with the CSCO's hype to Carriers
in the last 4 years : " wait, don't buy; we'll build
and give you ATMs to add to our routers ".
Well that didn't pass and CSCO has dumped their ATM.
We have LU. Well we saw LU's ATM's in action in the Chicago
blackout
One whole week.Not a word. Everybody was clue less that's how bad it was.
And we also saw the LU sequel: " Well guys ( MCI )here it is: maybe you should
buy two systems just in case one goes out; we'll give you a
big discount
but it will still cost you 33% more ".
Ultimately you have to decide if 350 Carriers worldwide are
wrong in choosing NN ATMs.
I don't think so.
This baby is hot and will go places.
Can't tell you exactly when but the auction is open,.
All you need is cash.
Let me tell you JS about buying expensive, hot items:
If you are asking for the price, you can't afford it
There 's only 2 or 3 guys prob. that can afford NN
right now when the bidding starts.
And when the bidding is over we will all say: wow.
TA
PS And JS, just discount all of the above by 30% to get the hype out,
( I am giving you the same discount as LU )
:-)
TA
.
.
.
.
.
Message #15017 from JS at Nov 23 1999 4:09PM
T.A. I suspect you're right, institutional buying is responsible for this.
I still feel however that we're going to have a correction sooner rather than later (the finale as you
say). The problem is that with so many potential suitors this may never happen!!!
Either way, we win I guess. The question is, do I buy some more now or later?
Regards,
|
