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Strategies & Market Trends : Picks of the quarter
ATHR 6.260+6.8%Nov 14 9:30 AM EST

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To: elmatador who wrote (4357)10/16/2007 2:38:52 PM
From: Taro  Read Replies (1) of 20435
 
Don't even tell me... I'm long in ERIC since 6.5 or so and this wasn't expected in my backyard.

This in the wake of the AcaLu problems leads me to believe that no matter how big the market share may grow in the back bone infra structure segment of the telecom market, this ain't where the money ever again will be made.

The SDH/Sonet thing went this way a few years ago. That may just have been the tip of the ice berg of yet a well hidden no profit grave.

Taro
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