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Non-Tech : Dorsey Wright & Associates. Point and Figure
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To: Logain Ablar who wrote (2049)11/23/1999 5:05:00 PM
From: Jorj X Mckie  Read Replies (1) of 9427
 
Tim,
Hmmmm....MRVC and their subsidieary NBase are looking for partners in the optical arena and who they are looking to partner with tells me that they may be missing something key. Technically they look good and they have other decent stuff, but I am just not confident that they can make a go of this alone. As a buyout candidate they may be interesting.

CCUR and OBAS - I like them both and I think that the time for realistic Video integration onto the data network is getting closer. We use it all of the time now, but it is safe to say that we are bleeding edge early adopters. I pretty much think that anybody that has "CSCO Partner" next to their name is something to pay attention to, though they don't always move immediately. Both look good, but OBAS would be my pick.

Tom
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