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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 687.57+0.7%Dec 10 4:00 PM EST
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To: Lachesis Atropos who wrote (37506)7/8/2002 3:29:05 AM
From: Johnny Canuck  Read Replies (2) of 68896
 
Lawrence,

You're thinking on the opticals might be right, just a little too soon.

Of those mentioned I only like CIEN and TLAB.

AVNX has spent some money, so I will have to check them out again.

JNPR is another good choice.

I still have reservations about the timing of the article though. I don't see an uptick in end user demand. 60 percent of people still access the net through phone lines. I even still fall in that category. Till that changes the growth of an optical back bone and last mile will be limited.

As it stands now 4 billion in cap ex spending from WCOM may have just evaporated. Q is in a similar spot.

***********************

21:43 ET Technology Trader column mentions bullish optical component view. The Barron's column discusses the views of a Bernstein analyst who believes that rising latency on telecom networks is a precursor to a pick-up in capital spending; mentions JDSU, AGR.A, and GLW.

21:22 ET Barron's puts positive spin on optical sector
A Barron's article makes the positive case for the telecom equipment sector, focussing on cash-rich companies that will be able to ride out the downturn: Lucent (LU), Nortel (NT), Comverse (CMVT), Tellabs (TLAB), and Ciena (CIEN).
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