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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (38068)10/10/2000 4:08:17 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 70976
 
Lucent warns.

I just posted that I wasn't sure whether the earnings warnings were just PC-specific. If growth in the communications sector (and all the chips that go into them) are going to make up for the (relative) decline in growth in the PC sector, then the cycle is not over. A warning from a big telco-equip may be the other shoe dropping.