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Pastimes : Home on the range where the buffalo roam
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To: Boplicity who wrote (12536)4/11/2001 9:52:51 AM
From: Boplicity  Read Replies (1) of 13572
 
09:28 ET BAC on Telecoms : Banc of America Securities analyst Chris Crespi says that his numbers indicate a firming of capital spending budgets; not making a broad market call yet, but believes that the best strategy is to invest in telecom group in stages; recommends CIEN, ONIS, RBAK, and JNPR. For larger, more diversified telecom equip vendors, believes that Q2 will be the bleakest; after that companies such as CSCO, NT, and ALA become attractive.
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