SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : Home on the range where the buffalo roam

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: im a survivor who wrote (12588)3/22/2004 1:48:49 PM
From: Lizzie Tudor  Read Replies (1) of 13815
 
Well I only know what I read about the networking industry but you can learn a lot if you have time to read light reading. EXTR has been suffering because its product is being commoditized apparently, FDRY in a better position it seems. I don't know... all these nichey players like extr,fdry,cien just seem to be having problems. Cisco isn't going anywhere and then there's Juniper, the one play in the sector that looks attractive for growth.

10 years ago I remember Oracle was kindof like Juniper now, **super** expensive but gaining share on IBM.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext