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Strategies & Market Trends : Sharck Soup

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To: sam_o who wrote (18998)	4/27/2001 11:11:18 AM
From: Softechie	Read Replies (1) of 37746

I bailed this early morning with small loss at $4.35. Just watching for now. Here's from Briefing.com: Sagawa Call : Bernstein analyst Paul Sagawa currently holding a conference call in which he is very bearish on telecom capex. With regard to individual companies, likes Nokia (NOK) the best as he likes wireless and says NOK has executed better than any tech co. Says LU is close to normalized fair value at 12/13. Likes PALM due to exposure to personal tech spending. Concerned about Cisco, sees no rebound for at least 9 mos as growth drivers (carrier spending, acquisitions) are gone. NT is most exposed: 2 yr "batten down the hatch" period in which revenues decline.

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