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To: Trader Dave who wrote (2378)3/25/1999 12:45:00 PM
From: Dalin  Respond to of 4710
 
Again, you are correct. But I watch the market closely, and my long term strategy could change. I like Vtss, not just for their technology, but their management.

Best to you.

D.



To: Trader Dave who wrote (2378)3/25/1999 11:30:00 PM
From: Lee Fredrickson  Read Replies (2) | Respond to of 4710
 
Dave,

<we're in the early discussion stages of ip over optical bypassing the need for a complete sonet loop.>

Have you any suggestions on outfits whose positions in IP (Internet
Protocol?) might approximate VTSS's in GaAs sonet? Would appreciate
a few candidates to gnaw on with a bit of DD.

Long VTSS.

TIA

Lee