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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 680.44+0.6%4:00 PM EST

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To: Suresh who wrote (32829)6/15/2001 12:31:50 PM
From: Johnny Canuck  Read Replies (1) of 69123
 
The 10 percent decrease in bandwidth demand is a little surprising to me. Some the CC calls I have heard suggest the glut is regional in nature and depends on what part of the network you are talking about. I wonder if NT is referring mainly to the long haul declining the most, so that the aggregrate decline is 10 percent?

The complete write off the their metro products indicates a total collapse of that market in the last few weeks or NT's total lack of products customers want. I am not sure which at this point. The RSTN upgrade today would indicate the later.
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