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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
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To: mtnlady who wrote (3998)9/27/2000 3:35:14 PM
From: Boplicity  Read Replies (3) of 65232
 
NT 55, JDSU high 80's. You are going to need more the price levels to turn it around. The fear of telco spending slow down and fear over payment for 3G spectrum can not be whisked under the rug, until those notions are cleaned up. Both infra areas, particularly optical sector since it went so high and formed a bubble, and wireless are going to be in the dull to going down column.

NT had a hell of run, many many people have profit in it.

Greg
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