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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (10112)	12/20/2001 2:07:08 PM
From: Wizard	Read Replies (1) of 57684

Broadband growth will eventually drive new applications which will eventually drive network upgrades/capex. It is inevitible and only a matter of time. Communications will eventually drive the technology sector again but that is looking like late next year at the earliest. However, the opportunity is huge and there are going to be a few 10 and 20 baggers once we get over this brutal and very deep 'V' or 'U' in telecom spending. The bottom of the 'V.U' appears like it could be within the next 2 quarters. It seems like telecom is going thru now what software/storage went thru in Q3. But as Dr Robert Metcalfe (Inventor of ethernet) said last month "Saying there is a glut of bandwidth because there is a lot of fiber is like saying there is a glut of microprocessors because there is a lot of sand." Fiber does not equal intelligent networking.

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