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Strategies & Market Trends : Options
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To: SecularBull who wrote (1589)1/24/2000 11:58:00 AM
From: Jill  Read Replies (1) of 8096
 
Well...it seems to me there's a bit of bleed-thru on certain categories. Lots of debate whether JDSU is king or gorilla (maybe the more companies it acquires, the more gorilla like it becomes) and finally nominated as a hybrid. Debate on b2b like I2--is it a godzilla, or gorilla--are switching costs high, etc? I tend to try and look at the big picture and not worry so much about the terms in fine detail. I2 seems like a great company, well positioned, and unfortunately I missed the boat on it. I am reluctant to get into it now asthere are better bargains out there, but for those who got in at 60 or so, what a great ride. I think in general what we're looking for in this internet/b2b/bandwith/wireless world are companies that have huge growth potential and an early corner on market share. That's how I view it anyway.
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