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To: Road Walker who wrote (101292)3/22/2000 12:22:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
John, >Sun, CSCO and JDSU are percieved as the leaders and pure plays in their respective industries.

To get more detailed, or nitpick, whichever way you want to look at it, I consider Cisco as the only one of those three that is very firmly entrenched in its product area, a gorilla, and fast growing. BTW, so is Intel.

Tony