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Strategies & Market Trends : Guidance and Visibility

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To: ChrisJP who wrote (16537)	9/17/2001 9:11:19 AM
From: edkaiser	Read Replies (1) of 208838

Chris; It may be too late right now, but very much worth watching if the froth blows off a bit. Some of those companies are likely to be ones that actually have solid earnings growth going forward. VSNX, in particular was starting to get good penetration in U.S. law enforcement, but was also stirring up huge civil liberty concerns. The current environment IMO will override many of those concerns, and they will be gaining customers in the U.S. and abroad. - ed

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