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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (2793)	9/9/2000 3:18:58 PM
From: Techplayer	Read Replies (1) \| Respond to of 33421

Jorj, It could be in sympathy to the rest of the telcos (network builders) after financing issues became a selling theme. What is your intermediate term outlook for the network infrastructure plays? I have started buying ADCT, DITC and STXN again. HLIT is getting back to a more attractive level as well. I have been short JNPR, CIEN and AMCC for a week or so as well. I am still in VSH and KEM for the longer term holds. I like AHAA on any more weakness here also (low 30's would be ideal imo.) I also noticed that CAMP took a beating on Friday and wonder if you are still following it? Anything else look interesting to you? thanks as always. tp