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Technology Stocks : AUTOHOME, Inc
ATHM 23.43-2.1%Nov 26 3:59 PM EST

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To: KYA27 who wrote (7193)3/31/1999 9:46:00 AM
From: Frank A. Coluccio  Read Replies (1) of 29970
 
Thanks for the link. Some comments.

The fight of the next millennium ?

I don't think so. No more than the fight between AT&T and Western
Union (in previous decades, never mind a millennium, when Internet time was
still unheard of) or DEC vs Honeywell, for that matter. The journo who wrote
that piece is just doing his job.

But if he wants to be complete in doing that job, he should note that
Nortel is now by far the leader in provisioning big pipes. This is due,
largely, to their integration of dense WDM in their other nodal products.
DWDM, itself, in its current make up has a limited shelf life, IMO. NT,
too, is in for challenges, despite their apparent DWDM lead.

I've learned that one cannot do long term weather forecasting based on
reports of yesterday's storm damage.
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