Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum -- Ignore unavailable to you. Want to Upgrade?

To: golfnut777 who wrote (4035)	2/7/2001 3:47:23 PM
From: Dave Gore	Respond to of 6445

Kernan just put a chart of Sysco vs. Cisco on the screen. Guess whether the food stock performed a whole lot better than the other guy?

To: golfnut777 who wrote (4035)	2/8/2001 6:40:45 AM
From: Lane Hall-Witt	Read Replies (2) \| Respond to of 6445

golfnut777 -- WCOM: I would expect a slowdown, too, but was wondering if anyone had heard that they might pull an INTC and ramp up capital spending at a time when the equip-makers are hurting. I think INTC is being shrewd with their huge planned increase in capex spending this year; they're taking advantage of the fact that the equips are in crisis mode and ready to compete on price. Will WCOM make the same play? If yes, that could give the networkers a bounce after CSCO.