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To: Peace who wrote (1193)10/19/2000 8:55:18 AM
From: Perry P.  Read Replies (1) | Respond to of 2404
 
I have a feeling the shorts will be touting the 4th QTR earnings projections are flat at $.16/share. Since we made $.15/share this quarter, that is not much growth. That is the only thing so far that I see as not totally positive. We definitely need some patent talk and other customers selling AWRE based products to get this baby moving. And I do see a shift in the sector happening. EFNT uses quite a bit of ADI chips all over the world and they are doing great. WSTL does not and got hit hard. CMTN, which is primarily SDSL, is getting crunched. The list goes on. I just wished the DSL industry would shed its losers and let the rest of the sector look positive like it really is. Instead, we have to live through several months of negativity because of some poorly ran CLEC's and equipment companies.

Perry P