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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: Softechie who wrote (36728)	11/1/2000 10:34:29 PM
From: LTK007	Respond to of 56532

techie here is a good quote regards net equipment,from paul Sagawa,one of the few analystsi respect<Sanford Bernstein analyst Paul Sagawa says the optical stalwart's move to trim first-quarter growth targets illustrates a much larger problem: Even the strongest companies in this pricey sector have an increasingly tenuous grasp on just how much product their customers will be able to afford in the next year. The cash crunch that the network builders are facing is fueling a spending slowdown that could affect any company -- even ones that have executed flawlessly -- soon. The bottom line: There is a shortage of cash to buy new equipment. The optical boom has peaked. An entire industry whose plans were predicated on unstinting demand must now confront uncertainty. > taken from street.com article published this evening.