Piffer OT - And Other Assorted Nuts Message Board

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

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To: pass pass who wrote (28912)	4/17/2000 11:12:00 PM
From: The Phoenix	Read Replies (1) of 63513

Clearly I'm wrong about the earnings.... so I'm not really paying much attention. HOwever, I'm flattered that you'd ask me anyway. Um........ OG licks finger and sticks it in the air Buy it! And TERN too! LOL! I'm kidding of course. All I can say is Fiber Channel has been a terrible investment ever since Gilder beat the sh(* out of it late last year. And, one should be careful of competing technologies. Although ethernet doesn't posses the latency characteristics it does have the benefit of being supported by the same people supporting the WAN infrastructure. Lower overhead, simpler to manage. That said I would buy BRCD if I believed in that space. I was already burned on ANCR... so I don't double dip. Oh.. and fwiw I'd stay away from TERN too. Too many uncertainties. S-CDMA - a DOCSIS standard ... yeah... nice try. LOL! OG

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