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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Ilaine who wrote (23397)10/1/2000 5:43:06 PM
From: Jorj X Mckie  Read Replies (2) of 436258
 
My opinion is about the optical sector, not Cisco specific.

And the 3-6 months is how long I believe that it will take to prove the analyst who wrote that report to have no credibility. I believe that the growth in the optical sector will continue to grow at current or greater rates for significantly longer than 3-6 months.

And I agree that capital spending is slowing in the carrier market, but that does not mean that it is slowing for all types of equipment. The bulk of the slowdown in spending is in the legacy Class 4 and Class 5 type switches (in the U.S., LU and NT would be the largest suppliers of this type of equipment).
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