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To: AllansAlias who wrote (18128)9/13/2000 8:39:21 PM
From: Perspective  Read Replies (1) | Respond to of 436258
 
Sickamore *still* on the critical list. Maybe this is the cause?

siliconinvestor.com

Something stinks at WCG, and they're 80% of SCMR business. NT and LU seem to agree. Now if we can just get CSCO to join the party.

I'm still undecided on whether this market test is holding. The CSCO activity was a little stronger than expected, with few signs of weakness. However, JDSU, INTC, and MSFT still look very sick.

My guess is that we are now into the phase where nearly all the surprises are going to be negative, so it's probably just a matter of time. We've exited the best-of-all-worlds for equities and are transitioning into a Murphy's Law sort of time.

If anything can go wrong, it will.

BC