| Very very competitive market place - This to me is a survival tactic
for WellFleet since the product space that they are in is getting
COMMODITIZED extensively.
My conclusion: It is not a stock for a long term investor - If you want
to play a "downer", or "contrarian", let it bottom out and then jump in
for a short ride along with other tech stocks. It might be worth the
move. I watch both of them very closely for fundamental and technical
improvements. At this time BOTH are DOGS to me. I migh change this
opinion based on new information, obviously (technical or funda info).
We have had some trouble with WellFleet routers too recently, but SNPX
products are GREAT to sell and work with. I'm in N.I.S (Network
Integration Services) where I do get some exposure to these products,
fortunately (to get more consulting business) or unfortunately (since
it is a competitor of DEC)!!!!!.
Good luck.
Ken
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