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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Steve Lee who started this subject3/15/2002 6:23:45 AM
From: Steve Lee   of 99280
 
This morning's comments from JP Morgan:

"we haven't hit bottom yet on data networking. Our preliminary channel checks suggest that, contrary to consensus views, the March 2002 quarter appears weak and may not represent the point of a return to sequential growth that most investors were expecting."

Pretty much matches the activity I am seeing in the datacentre business.
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