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Technology Stocks : CACS - Carrier Access Corp -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (69)	10/21/2003 7:57:17 PM
From: dvdw©	Read Replies (1) \| Respond to of 80

Joseph , Kirk..I've said before that of the five companies in this space i am tracking, CACS managemnt has by far the best grasp of the business issues. The Alcatel partnership is huge IMO. Alcatel has the relationships with the old RBOCS and can make the path much less treacherous. The Wireless momentum they are gaining is a further Big plus as those R&D dollars are being focused on Outcomes customers want. Very very impressive if you ask me. CACS outperformed KVHI this qtr, has a lower float and really excellent prospects.. I'll recap them against there peer group as they all report.