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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?


To: dr.putty who wrote (2653)9/7/1999 12:07:00 AM
From: steve harmon - analyst  Read Replies (5) | Respond to of 4337
 
fcom/ffiv - focal comm to me has the right idea, a clec making a play at the future of what i call 'ip communications'

probably the next value wave coming is in clecs as they start eating the telco lethargy
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f5 network, a distant rival to inktomi in the traffic mgt. game that on a relative valuation shows some promise
but inktomi has the a-list clientele