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Strategies & Market Trends : The New Millenium Portfolio

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To: wlheatmoon who wrote (181)	1/24/2000 6:33:00 PM
From: Jorj X Mckie	Read Replies (6) of 540

NT sucks eggs. They use flashlights for their light source in their fiber optic products, Their ATM switchs burn up after 3 billion cells are transmitted, their routers are made from cow dung, they are canadian, cheeky kid likes them, their class 5 switches send cancer causing emissions through the telephone, their class 4 switches are better used as anchors, their VPN products send out messages to hackers and did I mention, Cheeky Kid likes them? <G> Actually, though LU has been seen as CSCO's main problem, it is really NT that has drank the new world kool aid and is very well positioned to move forward. They have done some boneheaded things, but I see them as a bigger threat. The focus on the optics stuff is a bit exaggerated, IMO. Tom

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