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To: craig crawford who wrote (13334)1/16/1998 12:08:00 PM
From: Eric  Read Replies (1) | Respond to of 45548
 
Craig

The networking industry is going through a major transition to new products pretty much across the board. The deck chairs are getting a major reshuffling. I see the "big two" getting the majority of the new business.

I actually like the techs better here than I did two or three years ago. The majority of the economy is slowing down but most of the techs will continue growing at above market rates. There is some overbuild in Asia and their recent decline will obviously coninue for the forseeable future. The rest of the world is doing fine, especially europe. Thats where I see major growth for tech products!

I like Abby Joseph Cohn's (sp) comment on the US economy " A big tanker that is moving forward not deflected by the world economy "!

regards

Eric