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To: NDBFREE who wrote (31559)5/3/2001 9:43:27 AM
From: Sector Investor  Respond to of 42804
 
Joe, I've said that for a long time. Look at their market niche. There will be huge demand for full service "ISP in a box" with an open architecture. Zuma could be a monster success. Perhaps that's why Chet estimate $50 million in revenue for them next year?



To: NDBFREE who wrote (31559)5/3/2001 9:58:37 AM
From: Greg h2o  Respond to of 42804
 
joe, i agree 100%. i'll leave the analysis of the technical aspects of zuma's products to those who know the area better than i, but there is a definite synergy within zuma. even if todd rope "sounds like a teenager", i'd want him on my team if i owned a company involved in developing routers/switches. he's truly enthusiastic about his work. you can almost see a "gleam in his eye" when he's talking about his "baby". there's as much promise in zuma as in any of the yet to be ipo'd divisions....