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To: Techplayer who wrote (895)11/12/2000 1:35:43 AM
From: Raymond Duray  Read Replies (2) | Respond to of 2293
 
I've given company specific information and I don't exactly understand what this tweaking is going to achieve in the overall assessment of the health of the industry.

Which other companies would you have me include? NT was too difficult to break out on the optic side vis a vis their other more conventional 5ESS, wireless etc. Same is true for LuLU, TLAB, ALA and most of the other big boys. If you can tell me of public companies I've left off the list that are specifically FO shops, I'd love to add them. :) I'd really like to believe that there is more profitability prospect than I'm sensing. I'm not in a rosy scenario kind of mood these days. I want facts.

-Ray