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Technology Stocks : Netro Corp - (NTRO)
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To: Arrow Hd. who wrote (767)1/7/2001 5:02:22 PM
From: Bernard Levy  Read Replies (2) of 792
 
Threadsters:

There is an article on NTRO containing an interview
with its CEO at

themarker.com

Click on ``English'' The title of the article is
``Blame it on Lucent.'' I agree with the general
assessment of the article, namely that the year 2001
will be challenging, but that looking beyond this year,
NTRO should be in very good shape. The only thing
that could happen to derail this view is if Ensemble
Communications overtakes NTRO's lead in the P-MP
market, or Ethernet ring architectures (like the
one pushed by TNSI) become dominant.

Regards,

Bernard Levy
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