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Technology Stocks : Applied Micro Circuits Corp (AMCC)
AMCC 8.4500.0%Feb 3 4:00 PM EST

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To: John Carragher who wrote (1367)2/17/2001 10:40:10 AM
From: FR1   of 1805
 
optical will be the last to recover

Let's see....
CSCO says optical is the one category that is doing well. The sales chart is linear - not going down like others.

NT said that optical was doing good - the other categories of legacy stuff were holding things down.

LU says the same.

CIEN is pure optical and went through the roof.

JNPR reported well and is optical.

go figure.

He is probably reading the statement by NT where they said that the ISPs can't get any money loaned to them. This is right.
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