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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Lost1 who wrote (10937)12/30/1999 12:14:00 PM
From: The Phoenix  Read Replies (2) of 63513
 
Lost1,

Thanks for that audio clip. Well, the target range is the same as mine, and the issues of losing some business as IBM moves out of networking are things I mentioned. BUT, my perspective is that they have been overly beaten down by these facts. Also I believe that increases in network infrastrucure deployments will increase market opportunities for MMCN - they are still very well respected and have industry leading networking processors - notwithstanding INTC's efforts to go after this market. The CSCO comment on the audio clip was something I didn't mention nor had I heard. Interesting...thanks again.

OG
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