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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Bill Harmond who wrote (1759)9/28/2000 7:44:55 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 57684
 
3com has a new box (forgot the name) that runs the palm os which is hitting the internet appliances at the low end too. I'm sure the palm os is fine for a lot of stuff.



To: Bill Harmond who wrote (1759)9/28/2000 8:29:37 PM
From: fedhead  Read Replies (1) | Respond to of 57684
 
A couple of day's ago you mentioned that BKHM could be
a nightmare for JDSU. I thought JDSU was gobbling up all
competitors and had the manufacturing scaled up. How could
a small start up cause a nightmare for JDS ? Though JDS
stock action has been far from healthy , I attribute that
to the general malaise that is affecting the optical sector.
Would like to know more about BKHM though.

Thanks
Anindo



To: Bill Harmond who wrote (1759)9/28/2000 8:35:36 PM
From: Mark Fowler  Read Replies (2) | Respond to of 57684
 
You think so? Time will tell! What think about these unregulated utility companies building out their Fiber optic networks? I'd take a look at few of those stocks while their cheap.



To: Bill Harmond who wrote (1759)9/29/2000 1:01:37 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 57684
 
Mark, I think the market is saturated with grape-colored computers.

William,

Was this intended as a joke since Mark use to be in the grape growing business?