Harry - Re:" I would be interested in
your POV on this market after you do your research..."
About 18 months ago, I decided I had missed many Cisco opportunities (and a lot more since!) but I wanted to invest in the datacomm segement.
ATM was and is making a lot of headway (although its success has not been a slam dunk, nor wide spread as yet.)
So, I picked out FORE Systems and bought them at $13.50 (split adjusted). This has proven to be a wise investment - now at $41.
This July, when most tech stocks were pummeled, I also invested in Ascend Communicationsm, at $52. Another good idea - they are now at $72+.
Yet, the "networked" environment can only continue to grow and expand, keeping pace with (and probably exceeding the growth) the PC industry. With that said, all the top notch companies (Cisco, Cabletron, Cascade, 3COM, FORE) will do well - as long as they keep pace with the technology changes that continue.
A private company, IP Technology (or IP SWITCH?) in Palo Alto is another up and comer to watch closely.
Paul |
