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

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To: Rich1 who wrote (54578)10/1/2000 5:33:49 PM
From: Original Mad Dog  Read Replies (1) of 63513
 
Now that we stopped fooling around

Says who?

Shifts in leadership are always easier to describe after they have happened than before or during the event. The toughest thing is that the initial surge is very hard to follow through on..... It is one thing for JNPR to gain strength at the high end on CSCO; it is quite another for them to sustain that edge, and even more difficult to extend it to other areas and encroach on CSCO's franchise across the board.

Can it happen? Sure.

Will it happen? Maybe.

But a lot of investors are acting as though it has already happened. It hasn't.
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