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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (86932)12/15/2000 5:46:46 PM
From: Earlie  Read Replies (2) | Respond to of 132070
 
MB:

Had an excellent day today, especially with respect to JNPR, JDSU, etc. The whole optical sector is in big (over-capacity, under-utilization, networks for sale with no bidders, etc) trouble. The equipment suppliers are starting to see order cutbacks, etc. I love the fact that the funds have migrated to these stocks as a "safe refuge" (g)

Best, Earlie