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Non-Tech : Invest / LTD

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To: The Ox who wrote (13896)	9/13/2000 5:30:06 PM
From: SJS	Read Replies (1) of 14427

However Mike....just wanna be cautious here. The meat of the curve's been eaten already in late 1998/99/2000. I see a few yellow flags, and they're just worth noting generally. PC demand's been driving this so long that it just may be tacitly handing over the reigns to something else. Just want to watch and proceed reasonably. There's rumblings now about "possible" softeness in IP infrastructure players. Semi softness, etc. Nothing fundamental, just fringe stuff worth listening to. Did you even hear about a fiber glut 2 years ago? I would dismiss it immediately. Now...I'll listen to a good arguement on it. That's all I'm saying. We didn't hear about ANY of these 1 year ago. That's not to say we have to be chicken little, but the easy fish in the barrel have been taken (so to speak). Creature of habit problem? LOL...... Steve

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