SI
SI
discoversearch

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 : Sharck Soup
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: stevenallen who wrote (33890)8/31/2001 1:46:32 PM
From: StormRider   of 37746
 
13:40 ET Networking/Telecom Outlook : Hearing from trading floor sources at CIBC World Markets
that market research firm Dell'Oro has just completed a conference call that offers a pretty bleak outlook
for the sector. Dell'Oro pressed to find any catalysts that would drive demand before 2003. Most
alarming of firm's comments was prediction that WAN switch category possibly goes away altogether
(neg. for RBAK). One of the few positive comments to come out of a generally negative call was firm's
prediction that routers would probably be the first to recover.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News