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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (8109)8/2/2001 4:33:33 PM
From: Oeconomicus  Read Replies (1) | Respond to of 57684
 
Thanks. I'll probably add some more over the near term.

Rocks? I guess I missed them too. Actually doing quite well since Jan 1, thanks mostly to ELNK and SONE (both of whom had crappy days today). Much more comfortable buying things now than in years.

Been buying ET and WCOM too, though they are having trouble getting up off the floor. AVCI seems to fit right in with my contrarian/value portfolio, though they are still a good way from profitability. Plenty of cash to get them there and plenty of upside.

Regards,
Bob



To: Bill Harmond who wrote (8109)8/3/2001 3:55:33 PM
From: fedhead  Read Replies (1) | Respond to of 57684
 
Not too sure about competitive position of Avici any more. There is a price war in high end routers between Cisco and
Juniper and I think we have been winning our fair share against Juniper. I am wondering if the network equipment industry is being commoditised where the vendors lose pricing power. Sort of like the disk drive business or the CPU business now.

Anindo


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