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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?


To: Guy Gadois who wrote (99687)12/1/2003 9:43:47 AM
From: rrufff  Respond to of 208838
 
VOIP - IMO the broader indirect plays which have not risen are the ways to go.

COVD - See latest Needham tout, which is interesting as it brings out the VOIP prospects.

TXCC - switches play

LARS - very thin and on the periphery.

SRXA - last mile tech with a big market in developing countries.

None of these has moved like the VOIP ers. Or, like COVD, have come far off tops.