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To: Earlie who wrote (105404)5/29/2001 7:52:03 PM
From: Duke  Read Replies (1) of 436258
 
Earlie, I'm a new lurker who would be curious to know your thoughts on other comm infrastructure stocks such as AMCC, PMCS, and JDSU; it seems like the whole sector is and perhaps will continue to be under some pressure. How far do you see these and/or sector as a whole falling?

Thanks much,

Duke
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