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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?


To: blankmind who wrote (10880)7/12/1999 2:21:00 PM
From: ynot  Read Replies (1) | Respond to of 18998
 
ok blank, here's another clue, see if LU has any VOIP enhanced switches, brand new, in testing process

ask IDTC if they will buy these very expensive switches
think about the possibility of LU selling T this gear

IDTC, building books on VOIP, maybe, but they sell a commodity with now dated switchs, T, if they use IDTC or other small VOIP integrators, will do well when they bring it inhouse

you see, their competitors are doing that now

IDTC won't tank tomorrow, but like the frog in the kettle, will fry one degree at a time
but this is just my opinion
ynot ;)