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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts
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To: John Pitera who wrote (42261)6/27/2000 9:37:00 PM
From: Logain Ablar  Read Replies (1) of 63513
 
Hi Carolyn & Thread CAMPers:

John & I have been discussing T on the wild world thread and with the HLIT blow up we started discussing other suppliers to T. One that came to mind was CAMP.

I have to admit I know nothing about CAMP's fundamentals. I remember Jan bringing it to our attention a year ago and Hiram (who's left SI) on the CAMP thread as one in the know (and Hiram was one of the first to discover HLIT).

So my question is if T is starting to delay their expenditures is CAMP a supplier that will be impacted?
Its something the CAMPpiffers need to find out.

Thanks

Tim
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