Technical analysis for shorts & longs Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Technical analysis for shorts & longs

SPY 687.72

+0.7%

Jan 5 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: fedhead who wrote (18052)	10/16/1998 3:15:00 AM
From: Johnny Canuck	of 69483

Anindo, Early indications are that LU will be safe. The ADTN report indicates that the RBOC are still buying and that outlook is positive going forward. This demand on the edges of the infrastructure should translate into demand on the back-bone. The one area of weakness may be wireless as indicated by the TQNT earnings report. TQNT supplies to NT and they reported that their contract has been pushed out 6 to 9 months. LU has a billion dollar backlog in wireless though. The key will be whether they will be able to replace this going forward. Short term they look fine as Clint has mentioned. The TLAB earnings report suggest there is strength in the LEC's too. The XYLN report suggest that networking is not as weak as previously thought. LU does about 1 billion dollars in networking each year. Harry

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next