Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

-0.6%

Dec 5 9:30 AM EST

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To: Proud_Infidel who wrote (43269)	3/6/2001 10:43:56 PM
From: 16yearcycle	Read Replies (1) of 70976

"told attendees at a Thomas Weisel Partners investment conference here that Cisco has "improved visibility" now that most carriers have committed to certain spending levels." Hmmm. This shocks me. I have been looking for an indication that what I now call "peak velocity" had been achieved in the fall off in networking equipment orders, as I suggest it has in semiconductors. If csco is hearing what orders will be for many months out, then downwards momentum is already slowing. This feels awfully premature. Another data point to sweat over. But I am not fighting it.

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