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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (19906)	2/25/2000 12:21:00 PM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 63513

John, Gary knows this market much better than I, but you can assume that the big boys are working on it (CSCO, LU, NT) and then I think you can look at FDRY, RBAK and JNPR as other players. (OG - who else?) These are basically the service provider infrastructure boxes that can support the greater demands on the internet. I can't tell you much about the company, other than they are starting to approach people in the area to come over (not me, since I work in SJ, I only live in the SF valley). I will dig a little deeper to see if I can find out who the key players are. Tom