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Strategies & Market Trends : Sharck Soup

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To: Sharck who started this subject	4/26/2001 3:06:00 PM
From: Teri Garner	Read Replies (1) of 37746

14:57 ET Telecom Equipment : Bernstein analyst Paul Segawa, who made a name for himself by downgrading NT and CSCO before the plunge, will be hosting a conference call tomorrow at 10 ET to discuss telecom capex plans. Sources at Bernstein tell us that Segawa was quite negative in a note today: he now sees No American capex down 20% in 2001 and down another 5+% in 2002. Sees NT as most exposed, CSCO turning around in 2002 due to improved enterprise spending, LU as a value play. Likes wireless sector better, favoring NOK but not ERICY and MOT. Already seeing pressure on telecom equip stocks this afternoon, and could see more as traders anticipate a negative take from an influential analyst.

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