Dear George - I wish I knew the answer to your questions <sg>. As I ve suggested in my post upon which Stockman has commented. CSCO is a force to be reckon with. While it may not ve a lock on networking, Messr Chambers, to me anyway, is as good as Messr Gates or Messr Grove. So, while Messr House is good, Chambers is not sitting still, especially in light of his experience while he was a VP at the pre-restructed Wang Lab.
Having said that, that really makes the spectacle so interesting to watch, if not our money is on the line. To me, both House and Chambers are great strategists without the bondage of ego. [disclaimer: I don't know them, but this is the impression I got.] Well, maybe House still has something to prove, but from people describe him here, he has certainly put the corporation before his own needs. I guess what I am trying to say is: David is not Jerry <vbg>
Right now, I am as shaken as you are, since I ve overweighted [way too much] in BAY. OTOH, it is hard for me to imagine I ve another SYBS on hand <VBSG>
rgds Bosco |
