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To: im a survivor who wrote (8492)7/30/2002 8:00:51 PM
From: Lizzie Tudor  Read Replies (4) | Respond to of 13815
 
I have cien, extr, jnpr and cisco. No preference in these over say, foundry its just that they happened to hit my targets and I bought.

Rbak, scmr, corv and some others are really cheap, cash rich companies but I think they are mostly acq candidates and since I don't know the industry too well I stay away from playing that. TELM is one people think will surely get bought.

I dunno, it seems like I've been waiting forever for networking to move but the time seems to be coming near. Software and networking is practically my whole portfolio long now, thats where the best bargains are imo. Just hope the mkt/economy holds on!
L