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Strategies & Market Trends : Galapagos Islands

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To: Techplayer who wrote (15240)	12/4/2002 12:45:58 PM
From: Lizzie Tudor	Read Replies (2) of 57110

. It would seem unlikely that another equipment developer will have an opportunity to go public over the next 30 months, at least. Oh man aint that the truth. Ever heard of procket? They were the last big high flying networking equipment startup with a billion$+ valuation... Tony Li is there. I don't know much about that industry but imo they won't make it. Their product may well be superior to whatever else is out there but who cares? It doesn't really do anything you can't do by stringing a bunch of cisco boxes together. And they are in a really bad place because they have a 2000 valuation so nobody is going to make any money off that one. Lizzie

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