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


To: fedhead who wrote (17958)8/26/2003 12:47:02 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 57684
 
VOD is coming, and Livemeeting is becoming a mainstream app in all the big corps, and we need more bandwidth for these apps, much more. I don't know what kind of demands VoIP put on a network but that is an emerging trend too. The livemeetings are cutting out and locking up. There are a lot of people who think broadband is built out for the next 10 years and that just isn't true.



To: fedhead who wrote (17958)8/26/2003 10:06:42 PM
From: Lizzie Tudor  Read Replies (4) | Respond to of 57684
 
JNPR up again today. 3% on a fairly rich valuation stock. Its hard to believe their business is that good.



To: fedhead who wrote (17958)8/27/2003 11:20:39 AM
From: Bill Harmond  Read Replies (2) | Respond to of 57684
 
Bought some Semtech SMTC @ 20.77 purely on group strength and technicals.