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Technology Stocks : Ciena (CIEN)
CIEN 214.35+0.7%Dec 9 4:00 PM EST
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To: jghutchison who wrote (11277)6/29/2001 11:26:41 AM
From: Rustam Tahir  Read Replies (1) of 12623
 
Jack, the article basically squares with my impression: Roth fell on his face and exaggerated. There is a slowing of internet usage growth due to the lack of killer, bandwidth clogging applications. Eventually, over time, as content providers think of ways to make a profit and underfinanced distributors recover from debt loads to build the necessary metro links, the end users will finally have those killer apps. It's just a matter of time. But right now, and for the foreseeable future, it's a depression market.
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