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.
Technology Stocks : Westell WSTL
WSTL 6.0100.0%Dec 18 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pat mudge who wrote (7459)11/1/1997 8:03:00 PM
From: Trey McAtee  Read Replies (1) of 21342
 
pat--

i agree. i had originally thought that netspeed would be good, but now am not so sure. i like the idea of ORCTF (yes, i am holding some:)) as has been suggested by others, and your right about being able to get chips made without the need for a fab. with the current glut of memory products i expect a wide range of fabs in asia to shift from memory manufacture to specialty manufacturing on contract.

as for ipsilon...aren't they a gigabit ethernet company? wouldn't that put us squarely against CSCO( i should tell you that going up against CSCO doesnt scare me, it just that the perception on the street will be that we are already dead if we try)?

of course, with enough debt and stock, we could buy both<G>.

good luck to all,
trey
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News