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Technology Stocks : Visual Networks (VNWK)

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To: Byron Angel who wrote (341)11/2/2002 2:21:17 PM
From: Howard Salwen  Read Replies (1) of 367
 
Thanks for the info, Byron. I have been reading your inputs for a few years and appreciate them.

I think VNWK will survive nicely. This was a good company until they got snookered into a terrible acquisition. It looked to me like the investment bankers talked the VNWK management into throwing away half their available capital. Andy Grove is right. There is a place for constructive paranoia in business.

In any case, VNWK management is now older and wiser. They have withstood the Concord/cisco attack and the disruption of a terrible acquisition. Now, they just need a little luck. Luck is more powerful than skill...
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