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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 690.31

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Dec 26 4:00 PM EST

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To: Logain Ablar who wrote (40571)	1/6/2004 8:14:03 PM
From: Johnny Canuck	Read Replies (1) of 69284

The raises guidance of ADTN and the beginning of the awarding of the government contract for Internet II seems to be driving the telecom sector the last few days. Despite the fact that it has lagged the sector I still like CIEN the best long term. It has the widest product offerring now that NT and partially LU have exited the market place. CORV has made a incredible run the last few days, but I don't like their potential as much as they are still concentrated on the long haul. In that segment they also need to compete with the low cost producer ALA. GLW may also have the most to gain, depending on how INTERNET II is deployed. There is still a lot of dark fiber in the ground.

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