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

To: fedhead who wrote (2254)	10/14/2000 11:45:20 PM
From: Bill Harmond	Respond to of 57684

Thanks, Anindo. Answers my questions. Executing, gaining share from Cisco, and addressing a huge market.

To: fedhead who wrote (2254)	10/15/2000 12:08:17 AM
From: a_dumb_blonde	Respond to of 57684

2 comments: Christopher Stix, analyst --------------------------- This is a smart guy-with a nack for details and a good antennae for problems. In the first leg of the i-way build out, Stix was the 1st analyst to downgrade ASND before the brutal sell off. I remember this well. The edge of the network ------------------------ This is the next wave of the revolution. Companies with ENABLING technologies for the EDGE of the network are the winners of the next inning. To borrow a page from David Isen, the long haul will be essentially stupid...just move the bits stupid! Likewise, the edge of the network will possess all of the intelligence.That is where the _value add_ will be. Buy and hold the companies who make enabling technologies for the edge. a_dumb_blonde