VOLUME 2 | ISSUE 23 | JUNE 11, 2001  

Epoch Direct Front Page
Heard on the Desk
Company Highlight
Epoch Direct Archives
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06/08/01
Juniper Gets Pinched
06/07/01
Oracle's Ellison Presents at JavaOne; Brighter Days Ahead
SuperComm 2001 Highlights
Global Crossing Starts Year with Solid Quarter
06/06/01
Global Crossing: Company Report
Siebel Jockeying to Capture More Government Spending
Integrating the Infrastructure
06/05/01
Webmethods: Company Report
Amazon Sticks by Its Guns


Epoch Direct Archives

Sun Tzu: The Art of ... Components?
By Mark Verbeck, Managing Director, Senior Analyst
06/04/01
Senior analyst Mark Langley takes a page -- or twenty -- from "The Art of War" by Sun Tzu, an acclaimed military strategist more than 20 centuries ago, to see how his principles apply in the contemporary communications equipment battlefields. [more or PDF]

Back to the Future: Digital Island Deja Vu?
By Mark Langner, Managing Director, Senior Analyst
05/28/01
Does CWP's $340 million deal signal the return of the go-go 1990s, when large-cap telcos spent big money on cable, long distance, and local telecom assets? Mark Langner has a "custom-fit" answer. [more or PDF]

Changing of the Guard: Converged Networks
By Richard Shannon, Associate Analyst
05/21/01
Network convergence should enable rapid, dramatic shifts in market share, refiguring the comm. equipment industry. Epoch’s Richard Shannon outlines the meat of the matter and offers guidelines for investors. [more or PDF]

Handheld Devices: Relief Is in Sight
By Matthew Adams, CFA, Vice President, Analyst
05/14/01
Bad news has followed bad news lately for PDA makers, but Matthew Adams argues that the coming months should bring new products and clear the way for a market rebound. [more or PDF]

A Software Slowdown?
Have We Hit a "Glass Ceiling?"
The Ugly, Bad, and the Good
Review of Roam: Industry Standard Conference
Software Socked, But Will Rebound Quickly
How Times Have Changed: A Review of OFC 2001
Try a Pair Trade to Trim Risk
A New Era for the Unreasonable?
The B2B Square Dance
2001: Make or Break
eBigger, eBetter
Whistling Past the Graveyard
Analysis of the Paralysis
Broadband Earnings Season: Half-Time Report
The Economic Jury Is Still Out
Get Over Those Wireless Data Hangups
Was That the Other Shoe That Dropped?
2001: An Optics Odyssey
Tis' the Season . . . For a Crisis
Have We Hit Bottom?
Consortium.org?
eBay and Amazon -- What's in a Multiple?
Lessons from the Recent Volatility in Optical Component Shares


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