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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 685.33

+1.1%

4:00 PM EST

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To: Suresh who wrote (33852)	8/29/2001 11:20:44 AM
From: Johnny Canuck	Read Replies (1) of 69921

Suresh, You want to be careful in the telecom equipment sector. I am listening to the DY call now. It looks ugly. Rev down 19 percent Y-Y. Income down 37 percent Y-Y. DSO down 74.4 days from 75.4 days. A number of telcos reduced the amount of work done under master service contracts in the Q, especially central office work. Companies adjusting budgets for Q3 and Q4 downward now. Will work through 400 mil of 1.17 bil backlog in next 12 months. Op Margins down 3 percent. Top 5 customers Comcast 19.2 BLS 18.6 Q 18.6 Charter 6.4 Adelphia (?) 6.? Cash 134.5 mil up from last Q, still cash flow positive Organic growth negative 3.4 percent for the year EDIT Adjustments in budgets due to fact they overspent earlier in the year. Overall budgets for the year unchanged.

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