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To: philipah who wrote (92121)11/10/1999 11:10:00 PM
From: The Duke of URL©  Read Replies (1) | Respond to of 186894
 
Well, that will last as long a nobody figures out their buying 3 year old companies for more "money" than CPQ paid for DEC, they stop using the Pooling of interests accounting method which means you never have to deduct some substantial costs, and that if you used real fundamental analysis, the stock is really selling for about a 350 P/E.

When that happens, they will have more enemies than MSFT. :)




To: philipah who wrote (92121)11/11/1999 1:59:00 AM
From: Amy J  Respond to of 186894
 
RE: "But by 2002 that market swells to $150 billion because of the convergence of networking and telecommunications, he said."

The $150 billion is really worth highlighting. Part of this market will be Intel's new market (i.e. as supplier of chips).

Right now, LU has a very large part of the telecom market, which Cisco is beginning to penetrate.

Amy J


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