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To: Logain Ablar who wrote (2436)7/11/2001 5:49:41 PM
From: Jorj X Mckie  Respond to of 2850
 
Tim,
You bring up an important point about the price concessions. In countries where the economies are bad, they have to make the concessions so that the customer can afford to buy the equipment. In countries where the economies are good (or at least that they are buying like it is), like China, they are pretty much driving the prices down to the lowest profitable margin. The pursuit of business in China, IMO, is going to be the thing that commoditizes networking more than anything.



To: Logain Ablar who wrote (2436)7/11/2001 11:47:21 PM
From: John Pitera  Respond to of 2850
 
Thanks Tim, I think you've got a great analysis of CORV and
the companies in this space.

I'm sure CORV will work to cut it's burn rate.

btw.... CMRC's shareholders approved the change in
structure to a holding company, so they now have 2% of
covisant and since F and GM have 15 million shares of CMRC
it incentivizes them to ramp up Covisant.

I still believe that CMRC has a chance to really grow over
the next several years.

John


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