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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: Rande Is who wrote (17828)1/4/2000 11:51:00 AM
From: HG  Respond to of 57584
 
Thanx for your response Rande.

My investment philosophy is - invest in the management. And the day John Chambers leaves, I'll pull out all my $$$s.

Should be interesting to see how this unfolds...

LU in my opinion is large and slow and too bureaucratic. I like CSCOs youth. Not being a networking person myself...I can only understand the productline in a limited way. But boy, what market share, @ what speed, with what service !!!!

But you;re right. There will be competition. IMO competition will come from the likes of JNPR, the young and restless ones...not the Lucents. Thats not to say LU will not grow...!

BWDIK ???