How do you suppose Mr. Luskin is working with Regulation Fair Disclosure and his claim David Jackson had a note from JDSU management? I find this most definitely a questionable comment. Either Luskin will receive no more info from Jackson, and/or Jackson will be more careful of what he says. TSC likes to move stocks, esp the ones they want to day trade<g>.
I am not familiar with Stix. And even if CSCO is too pricey, the question comes down to the technology. I figured Close-out John may have given GX a great deal on price since written down inventory does not cost much, no?
That is why I am focusing strictly on the technology with my question, after all, price or no price, if fast routers are not the same as guaranteed delivery of high margin services, those prices will need to be adjusted to reflect what the market will bear. Stix appears to be bearish on CSCO, so I guess it would not be very surprising to discover he also is playing down any technological advantage of CSCO at this time.
Thanks for the confirmation that there exist alternative perspectives, even if it must come from TSC (imagine that!) and a CSCO-bearish analyst, who just happens to be giving the TSC author inside information contrary to Federal Law, and openly publishing the fact....??????
Are JNPR routers capable of delivering guaranteed delivery of high priority packets?
Thanks,
Martin Thomas |
