SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?


To: SMALL FRY who wrote (58805)8/31/1999 5:44:00 PM
From: aliveinsf  Read Replies (2) | Respond to of 120523
 
SF...Did you see TGAL today???? Did you get back in? Looks like someone may know something about the outcome of the trial....if they get a good decision, watch it go to $8 or $10...then watch the lawsuits against AMAT, NVLS, LRCX etc....then it will get fun..



To: SMALL FRY who wrote (58805)8/31/1999 8:10:00 PM
From: red_dog  Read Replies (2) | Respond to of 120523
 
I thought this to be apropos to your CSCO purchase.

Harmon: The next Cisco {CSCO} is Cisco. If Redback Networks {RBAK} or Juniper Networks {JNPR} break through with a real marketshare presence, Cisco can acquire either one or both on a rounding error in CSCO market cap. To me, any firm in the router/switch space is basically R&D for Cisco, fodder for the whale sooner or later, unless Cisco somehow stops doing acquisitions, stops keeping its eyes open, stops being Cisco.