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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: pater tenebrarum who wrote (24029)10/4/2000 6:39:07 PM
From: fedhead  Read Replies (2) of 436258
 
I don't know about that. Cisco recently announced the
opening of a new manufacturing plant for its optical
components which will staff 2500 people. That speaks of
a huge underlying demand for CSCO which is relatively
a new entrant in this field. Having said that there are
tons of startups here in silicon valley who are making optical boxes that convert electrical signals to optics
with software doing all the IP routing. The problem is no
one can predict who will win but if there is one winner in this optical buildout that company will sport huge valuations.
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