Interesting analysis by a devoted slueth & G&K knight.......
...........>>"I've been working my way through all of the quarter's conference calls for the networking business around core, edge, fiber, optical [Cisco, Juniper, Redback, Sycamore, JDS Uniphase, Foundry, Extreme, Corning, Nortel, Lucent, etc...] to get an idea of the growth and what each company is saying about that growth.
Sorry to have jumped off the track, but my intent was to sponge everything in to see how it all ties in with semiconductor demand, optical components demand and networking gear demand because that effects some of our gorillas and kings. It's been one heck of an organized campaign that it was all over for these companies and demand was falling off a cliff - yet I see no signs of that in all of the companies that have reported. Nor do the companies. Semiconductors. Optical components. Fiber. Networking gear. Or at least I should say that nothing has been reported in terms of slow down concerns that matches that of the campaign launched saying capex was falling off a cliff. Time will tell - as it always does........"<<
Message 14809870
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