SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (57055)10/19/2000 10:12:16 AM
From: Techplayer  Read Replies (1) | Respond to of 63513
 
Tim, Thanks. Is ALA supplying all of the DSL stuff to SBC? Is CSCO getting any of that portion of the network? Who is supplying Verizon with the majority of their equipment? Tp



To: Logain Ablar who wrote (57055)10/19/2000 10:26:43 AM
From: Junkyardawg  Respond to of 63513
 
Thought: I think the market is finally starting to realize that ARBA's earnings are front end loaded. AS we all know CMRC's earnings are back end loaded.
I am hopefull that CMRC has a good report today and that this will be the day that CMRC starts to surpass ARBA in the B2B market.
If that were the case CMRC has a valuation of somewhere over $180 a share based on the current valuation of ARBA.

dawg


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News