Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: chmang who wrote (36384)	12/11/2000 7:53:03 AM
From: Bruce Brown	Respond to of 54805

That's a classic read for the NGN space. Good discussion of the new NGN 'game'. Good discussion of capex issues. Nice reference to projections of the market being $15 or $16 Billion by 2003. Nice discussion of why Juniper and Redback don't compete with each other. Good discussion why Cisco and Juniper will most likely continue to trump #3, 4, 5, 6, 7 players in the space. BB (Usual Disclaimer: Long Cisco, Juniper, Redback, Ciena, etc...)