LeeLyle, I hope you're sending them to the "finest".-g-
Regarding, the "meeting", I am assuming you mean the PCS'97 convention in Dallas, September 10-12. Unfortunately, I can not attend, as I have other commitments. I will though have some colleagues attending. It may still be possible for me to attend on September 10, but I doubt it.
Yes I too am very excited about SIII. They are a little territorial over there on that thread-gg-, but I don't care.
I'm glad you are fortunate to be a long time holder of CPQ.
AHA, was nice. Real nice. I'm out, but eyeing a reentry. The rapid rise, even surprised me.-g-
Regarding SPCT competition, yes, I do see it heating up, as this industry has explosive growth opportunities, and profit potential, and this attracts competition. I believe though, that the strong will get stronger, and in my view SPCT is the strongest. I also expect consolidation, and in my view, this also bodes well for SPCT, either as a buyer, or target. Once SPCT lands another major customer, we will really see perpetual growth.
I'd rather not make a comment on Nortel's stock, as I have not done a proper due diligence on it.
Good Trading. LF |
