Zeev's Turnips - No Politics Message Board

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

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To: DebtBomb who wrote (62938)	5/7/2002 1:41:52 PM
From: augieboo	Read Replies (1) of 99280

Dale, was it that guy from Sanford-Bernstein? (Sawalla?) Anyhow, he was on earlier this morning, and said CRISCO is now toast relative to some other networkers because of their reliance on corp IT spending. He says networkers who sell to ISPs and such will be in better shape going forward because there is demonstrated need for upgrades in that area, (bottlenecks and such), and because most of those companies have only spent a small amount of this year's IT budget. He likes LU and a couple others I can't remember. As to CSCO, he says he can't see them having anything good to report given that their entire sector has had a sucky quarter. That's all I remember, augie

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