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

To: Bill Harmond who wrote (26744)	1/3/2006 3:54:13 PM
From: Lizzie Tudor	Respond to of 57684

cisco and juniper aren't happening no matter what the volicity of broadband adoption becomes. Google is rumored to be introducing a super cheap google PC (actually walmart PC but dedicated google browser) at CES. If true, this is more eyeballs. But the carrier companies aren't participating because that business is suffering price erosion. Bob's cheapie optic plays might be good though.