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Technology Stocks : JDS Uniphase (JDSU)
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To: pat mudge who wrote (17665)2/2/2001 3:01:24 PM
From: Tulvio Durand  Read Replies (1) of 24042
 
Pat, I don't understand peoples' efforts to discredit Kalla and BlueStone Capital. What did she say that was wrong or offensive? The slowdown is in evidence everywhere. The remarks she made about gorillas (eg., Cisco) taking business away from niche suppliers (ie., Juniper) in this kind of market are almost identical to ones made by Cisco's John Chambers and EMC's Mike Ruettgers. These viewpoints are arguable, but they make some sense. So where's the beef?

Tulvio
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