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

To: techanalyst1 who wrote (10482)	2/7/2002 12:12:14 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

thanks good info - the bad news is it looks like more carnage for everybody tomorrow after cisco, which I originally thought posted great numbers but looking now futures are down 18!! I'm numb to it all now - totally numb. I have no idea when the mkt is going to recover. At least the software business is starting to recover fundamentally but you wouldn't think it to look at the stocks. BTW I don't know much about comm infrastructure products but someone once told me that corvis had a platform approach where you had to buy all their equipment or nothing. They can't play in any way with existing complementary hardware. If true then they have more fundamental problems than TELM, corv should be treated as a company with only a patent portfolio as an asset, fwiw. L