next 1-2 quarter outlook is not pretty. glw, jdsu, pmcs,,,,all have been darlings. glw and jdsu are cautiously cautious about the short term, but long term,,,i think everyone thinks our appetite for broadband will only grow. i agree,,,,the question is,,,how much of a drop do we have before we can grow again and when will the market feel that a bottom is in. i have no clue.
will 50 basis point cut actually make a difference in how much money people borrow to grow? is this the bottom in terms of cutback by various companies? hell if i know.
-ng- |
