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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum
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To: golfnut777 who wrote (4035)2/8/2001 6:40:45 AM
From: Lane Hall-Witt  Read Replies (2) of 6445
 
golfnut777 -- WCOM: I would expect a slowdown, too, but was wondering if anyone had heard that they might pull an INTC and ramp up capital spending at a time when the equip-makers are hurting. I think INTC is being shrewd with their huge planned increase in capex spending this year; they're taking advantage of the fact that the equips are in crisis mode and ready to compete on price. Will WCOM make the same play? If yes, that could give the networkers a bounce after CSCO.
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