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To: Robert Rose who wrote (82456)10/30/1999 2:06:00 PM
From: Sam Sara  Read Replies (2) | Respond to of 164684
 
I am puzzled by ZOOX- I have made a small amount of money trading it, but am now completely out because of the God-awful chart....

Is Capellix a mirage??? Price action suggests that market thinks it is. Any insight on this critical question?



To: Robert Rose who wrote (82456)10/30/1999 2:08:00 PM
From: Lizzie Tudor  Respond to of 164684
 
I don't know much about jnic, only that someone told me that jnic doesn't have any oem deals with the big names (like vixl has) and of course they are not the leader in product space, therefore to me they seem second tier. You know that area isn't my specialty though so I'm open to change my mind.

Brocade is the leader in San's by far. But zoox has a product that leads in "switching" (I forgot the name, capillex switch or something). So Brocade is #1 and zoox has a niche. This is a good post on what is wrong with Zoox:
www2.techstocks.com

Vixl, otoh is really far behind in the pack. Sure they are profitable, but look at their revenue increase y/y... almost non-existant, they are declining. Sun OEMs their product but wants to dump them.



To: Robert Rose who wrote (82456)10/30/1999 3:00:00 PM
From: H James Morris  Read Replies (2) | Respond to of 164684
 
<<Do you know WHY zoox has been beaten down? Why is jnic an also-ran? These are sincere questions, as I've looked at both companies and am betting with confidence on jnic.>>
Robert, "There are too many people getting into trading the markets who let their emotions rule the game. These are the folks you have to worry about" says the trading coach"
Ps
I think Dizzie Lizzie is a little too emotional, and doesn't have a clue. She should stick to software, and leave stocks to investors that zero in on stock prices, not on other investors dog's.;-)