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

To: Bill Harmond who wrote (9993)	12/12/2001 9:05:31 AM
From: Oeconomicus	Respond to of 57684

Speaking of Avici: Telecommunications Magazine Selects Avici Systems' SSR as Product of the Month biz.yahoo.com BTW, the poison pill thing came out several days ago. Not a big deal, IMO. Bob

To: Bill Harmond who wrote (9993)	12/12/2001 9:13:04 AM
From: Oeconomicus	Read Replies (2) \| Respond to of 57684

And this old news, posted today on the Avici thread: TeleChoice Fiber Model Shows Risk of Rapid Consumption of Unlit Fiber Message 16778418 From September 10, the day Avici warned, but AFAIK the subsequent events that "changed everything" didn't change this. Thoughts? Bob

To: Bill Harmond who wrote (9993)	12/12/2001 10:24:42 AM
From: Tom Kearney	Read Replies (1) \| Respond to of 57684

biz.yahoo.com

To: Bill Harmond who wrote (9993)	12/12/2001 12:38:59 PM
From: Oeconomicus	Read Replies (1) \| Respond to of 57684

BTW, if the question is not "whether", but "when" spending will resume on communication gear, the next question for AVCI is whether the answer is soon enough for them to retain any uniqueness or technological advantage in their products to allow them to gain share. Bob PS: Grub one.