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Strategies & Market Trends : Classic TA Workplace

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To: marginnayan who wrote (47677)	7/26/2002 8:36:16 AM
From: marginmike	Read Replies (2) of 209892

Overcapacity in Csco biz will be arround for 5 years. MSFT and QCOM have complete monopoly's in their respective business. I just love Tom SEBL and I think they are crushing ORCL. BRCM is OK havnt looked at valuation. However there is only two real Gorilla's QCOM/MSFT.

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