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Strategies & Market Trends : Sharck Soup
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To: Softechie who wrote (30572)7/11/2001 10:27:50 AM
From: Wes Stevens   of 37746
 
10:21 ET Lights Out? : Sources at First Union telling Briefing.com that the firm has commented on optical stocks after discussions with companies at the NFOEC conference; says major price compression continues as companies are sacrificing gross margin for market share; expects a "Lights Out" scenario folding at BKHM, CORV, and AVNX. Recommends continuing to avoid sector, especially equipment automation/testing vendors like NEWP and DIGL
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