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To: REH who wrote (16716)2/26/1999 12:35:00 PM
From: REH  Read Replies (3) | Respond to of 93625
 
Richard Woo, networking analyst for Thomson Kernaghan & Co:

For those investors unwilling to pay Cisco or Lucent prices, Woo recommends focusing on companies with a smaller revenue base, a unique product line that doesn't compete with older-generation network equipment, an immature industry and few competitors.

Among the companies that have been successful with this model, Woo cited Broadcom Corp. (BRCM), Rambus Inc. (RMBS), and Tut Systems Inc. (TUTS).

cbs.marketwatch.com