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

To: Jorj X Mckie who wrote (19909)	2/25/2000 12:28:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 63513

My take. The big boys will get their ducks lined up and the little guys will be also-rans and go no where long term JNPR and MRVC are incestuous right now. That's a lock and don't be surprised to see RBAK join this group. NT severed ties with AVICI.. that's in play. CISCO or LU?? NT focusing on Verselar but this will not cut it. They'll come back in and grab someone. Remember the focus in on optics now. Terrabit swtiching has to incorporate optics or you're not in the game. This leaves EXTR.. who knows... may be left out in the cold. ATON... FDRY - edge mostly but a core product coming out... I like this company because they're making money! There's about 20 others that escape me... SCMR would be included I suppose. I don't know... seems like the rest have will have their work cut out for them... What do you think? OG