James,I ask Doug many times to explain on what basis he think opto-electic switch is the future,where he got this and if he understand this.
Instead, he stated that XXX is the future, do not ask me why and
what NN is going to do against new technology.
Sounds like done deal.
And I know that Doug has being playing NN on short on long side, so
he will not listen to my advice anyway.
The point I want to make is that he/we should bring somthing more(link, article etc.) to talk about.
Consider what carrieres,real customer are asking for, not what journalist pushed by IPO financier is writing
He was so sure yesterday that there is NN CC b/c someone on yahoo posted this.
I think there is no CC with analysts, at least NN do not confirm it so far.
I am tired listening to rummors and stories, which were never realized :NN will be bought tomorrow,IP is the future and ATM is dead,ION,Telia
project,the next generation IP networks, which is most cases were cmes to big corporate networks are based on ATM architecture ect.
Regards
Zbyslaw |
