JDSU, CIEN, CSCO yes... LU no... NT who cares?
Lucent is gonna die
no integrated solutions, no bestinbreed product, plenty of residual ATT arrogance, and leadership that is stupid enough to attempt to bully a bad deal with Altera when they have no bargaining strength
(even my Boston friend at Lucent thinks they are doomed)
Uniphaz is coming back, way too strong IPO to languish
ditto for CIEN, but these guys need orders, not pats on back
Cisco will spring back because of strong brand, little else
I would put a few on the comeback list: JNPR, NTAP, EMC, SUNW
here is my honest assessment
investors need to look elsewhere for some stunning returns
with so much competition in IT generally, I look to the unusual
like solar power, like wireless tower landlords
like redundant electric generation to get off the grid
dozens of bigname tech stocks are played by pros
they ride them up, then ride them down
they talk them up when down, they talk them down when up
makes me tired just talking about their spindoctors
congrats on your Cool Post, Paul
you are now 4 behind me <ggg>
/ jim |
