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Technology Stocks : PC Sector Round Table
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To: Mark Oliver who wrote (1723)4/22/1999 10:55:00 PM
From: Frodo Baxter   of 2025
 
I think the technology is pretty similar. Ciena has metro products as well. HLIT's hook seems to be some hybrid coax/fiber product or other. Hell, the entire ecosystem of these telco/networking suppliers is, if you've got anything, you get taken over.

The only thing that doesn't suck with storage is valuation. That's good enough for me.

Yep, still have NITE. They deserve every cent of their valuation. And April volume is huge. If I want to get out, I'd probably sell calls against it. Gotta love them huge time premiums.
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