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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?


To: Rich1 who wrote (28356)4/14/2000 12:17:00 PM
From: Lost1  Read Replies (2) | Respond to of 63513
 
Theory--We are in much deeper shit than we imagined. THe trickle down effect of all of these businesses going under or just a drop off in spending will devastate the numbers for ALL tech companies. Infrastructure companies such as CSCO, EMC, SUNW, etc have benefitted greatly from these .COMs as well as other futuristic plays. Expect a glut of used equipment to flood the market in the next 2 years. I see these companies at great risk here as well in the short to mid term.

Just another morbid thought for the gallery to ponder