SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Westell WSTL -- Ignore unavailable to you. Want to Upgrade?


To: Galirayo who wrote (20618)10/3/2000 2:23:55 PM
From: LiPolymer  Read Replies (1) | Respond to of 21342
 
Ray, thanks for your posts. I appreciate being able to look over the shoulders of folks who are smarter than me about the market. 8-)

So the ANALysts have been telling us all that telecom growth is gonna tank, eh? Did you see the guidance CSCO has been giving about backlogs and such? Component shortages, yes, but strong demand continues as well. So the street talks up the Internuts and B2B a short while back (e.g. see AMZN and BVSN charts around beginning of September), sells into the strength while talking down telecom, and then rolls the cash into the telecom equipment sector. Where else you gonna beat the S&P hands down?

Hey, did ya hear? ADSL is Dead. Heard it here on SI. ;-)

Regards, Gary.