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Strategies & Market Trends : Classic TA Workplace

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To: john722 who wrote (21054)	11/14/2001 6:55:04 AM
From: bcrafty	Read Replies (1) of 209892

john722, about those equipment suppliers JNPR and CSCO are two of their suppliers. While many MFs and institutions are buying into a forecast of a general recovery 6 months away, I fear it will be at least a year but probably longer for the network suppliers to start to recover. They won't begin a strong recovery until their customers have recovered and have more money for capex. One way JNPR is trying to grow is that they are selling more of a different type of product than they were producing a year, before capex reductions started. Also, a few days ago they bought a cable company to partially act as a hedge for their expected reduced growth.

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