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


To: Oeconomicus who wrote (17894)8/21/2003 11:10:22 AM
From: bob zagorin  Read Replies (1) | Respond to of 57684
 
i bot SCMR today based on CIEN's top line growth reported today. i like SCMR because of their model "intelligent networking"; software-added systems and their balance sheet...fwiw...



To: Oeconomicus who wrote (17894)8/21/2003 2:02:18 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 57684
 
They'd probably buy a CM vendor like interwoven. Personally I think BEAS is more of a target themselves. Great company though.