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Pastimes : Home on the range where the buffalo roam

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To: im a survivor who wrote (3944)	10/3/2001 3:18:40 PM
From: stockman_scott	Read Replies (1) of 13815

<<Without Big Investments in Telecom Soon, the Internet Will Choke On Traffic, Says Insight Research>> Keith: If that's truly the case then it could be very good for many of the infrastructure players (like CIEN, CSCO, JDSU, JNPR, etc...). Most of my money is in the storage and software arena at the moment (at least for position trades)...I really like BEAS, BRCD, SEBL and VRTS.....DELL and EMC are starting to bounce nicely too...=) Regards, Scott

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