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

To: Alys Hall who wrote (2848)	9/30/1999 12:14:00 PM
From: Alys Hall	Read Replies (1) \| Respond to of 4337

Steve..I forgot to include the last piece of my questions du jour. Can you compare and contrast Redback, Juniper and Nortel? What would one be looking for in a decision making process when investing in that arena?

To: Alys Hall who wrote (2848)	10/1/1999 4:04:00 AM
From: steve harmon - analyst	Read Replies (1) \| Respond to of 4337

exds/intc - intel is late to the data center game, just as it was late to the broadband chip game (broadcom leads there) i don't see intel making big inroads for a few years and i believe there's room for 3 or 4 large players here intel must prove it can be a data center provider, exodus and digital island have already proven it to win intel will have to put some more value on the table, make the agreements more comprehensive, throw some weight behind the effort