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To: Bill Harmond who wrote (16648)	4/14/2003 12:39:19 PM
From: Slumdog	Respond to of 57684

foulds2000.freeserve.co.uk

To: Bill Harmond who wrote (16648)	4/14/2003 1:43:13 PM
From: Lizzie Tudor	Respond to of 57684

wow gosh can it be that that sector is actually thawing? I can't remember if I posted here or not that both Procket and Caspian released products last week. Someone who sold oracle to procket told me they were not going to announce/ship product until they felt the climate was acceptable, and since they are moving into the carrier space it was going to be awhile... otoh they had over 200mm VC so hanging around in stealth mode was doable. I wonder if either Caspian or Procket just gave up waiting and announced and then the other went in tandem or if they really see some improvement out there. Cisco also granted options and jnpr had good numbers, a pretty good week for networking overall.