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Strategies & Market Trends : The New Economy and its Winners
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To: Bill Harmond who wrote (5380)2/19/2001 11:53:41 PM
From: Randy Ellingson  Read Replies (1) of 57684
 
Yeah, the transition to packet-switched makes sense -- I had noticed you were saying some of the same things in that article. Apparently the financing will be a sticking point, slowing down the process relative to the recent burst of capital spending of the past few years. What are your primary holdings in network hardware/software? I own only Cisco (generous gift from my father), and don't think I know enough to select individual companies yet.
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