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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: Tom Hua who wrote (11648)3/13/2001 10:18:15 PM
From: Sharck  Respond to of 37746
 
Hey Tom, and thanks much for the heads up there. I grabbed JNPR today for that same reason. Mentioned also I would ask a friend in the biz his thoughts on CORV. Basically he is adamant over the sector. He sees a big demand for the providers of scalable core routing solutions for intelligent IP-over-optical networks. CORV JNPR CSCO EXTR AVCI etc... these are the companies driving the networking industry. A big push is the incrementally scalable from gigabit to terabit capacity which will continue to win mkt share. He mentioned a private company that showed their wares at COMDEX in Washington recently with ties to EXTR. Good luck with CORV, I will be watching tomorrow….



To: Tom Hua who wrote (11648)3/13/2001 10:37:12 PM
From: Sharck  Respond to of 37746
 
BTW and FWIW, I am told 1 million shares CORV were already sold last week by CSCO. The shares represent less then 10% their present holdings.


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