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Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (3333)	10/2/1998 10:04:00 PM
From: xcr600	Read Replies (2) \| Respond to of 4634

Bill, What about the global meltdown? The telecom co's expected to be making huge in roads in foreign countries, but with the current crisis, foreign governments aren't going to be able to pour cash into the infrastructure of their country. Do you feel this has already been accounted for in the current price? x

To: Bill Wexler who wrote (3333)	10/3/1998 1:20:00 AM
From: Dr. Seuss	Respond to of 4634

Bill, You forgot, excellent technical and customer support. They could help a one armed monkey configure a router 24X7. The monkey would also get email confirming the job was done to the monkey's satisfaction and a supervisor will request feedback on the support. I've spent thousands of hours working with computer companies in the last 10 years and CSCO does it best. Dr. Seuss

To: Bill Wexler who wrote (3333)	10/4/1998 8:15:00 PM
From: valueminded	Respond to of 4634

Bill: <<Spectacular growth. Compelling technology. Great management. A world that will be growing network infrastructre at dizzying speed.>> Would you care to quantify any of this ? ie Why do you claim great management. Have you talked to them ? Whats so compelling about the technology ? Lots of buzzwords but little in the way of verifiable answers. Maybe you have laid out the bullish case in another post. In which case you could just refer me to it. thanks.