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To: jmanvegas who wrote (46629)10/30/1999 10:48:00 PM
From: lkj  Read Replies (1) | Respond to of 152472
 
OT
jmanvegas,

Just drive around the streets in Silicon Valley, there seems to be a networking startup around every street corner doing some kind of Gigabit/Router design. Claiming that Foundry is beating Cisco in 80% of the next generation networking equipment market is just wrong. For the most recent networking IPOs, which includes Alteon, Extreme, Juniper, and Foundry, I think there will be at most one that will have one tenth the success that Cisco has had. Yet, each of these companies is worth billions and even over 10 billion in this irrational market. I will buy PUTS on each one of them when the options become available.

Happy investing in Foundry. I am just betting the other way.

Khan