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Technology Stocks : John, Mike & Tom's Wild World of Stocks
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To: Jorj X Mckie who wrote (1487)7/11/2000 7:16:19 PM
From: John Pitera  Read Replies (1) of 2850
 
Tom,

that was my point, this CNXT product is for dialup
and not the DSL cable modem area where the margins and
growth are.

dialups should become a commodity market much sooner than
the type of products that BRCM, BRCD and PMCS are making.

give me those companies. I've largely gone off of looking
for value plays in second rate tech.

CNXT may not be that bad, that it's a second rate tech, but
I want the CSCO's..

btw have you read the SSB manifesto on CSCO.

I now love CSCO more than any other stock !!! -vbg-

man is the SSB report bullish....I bet you get tears in
you eyes when you read it....:)

John
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