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.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (68285)	2/15/2001 10:18:50 PM
From: Les H	Read Replies (1) \| Respond to of 436258

Networkers confront a mountain of inventory thestreet.com

To: Earlie who wrote (68285)	2/15/2001 10:26:11 PM
From: timers	Read Replies (2) \| Respond to of 436258

where's nt's supplier list?

To: Earlie who wrote (68285)	2/15/2001 10:37:40 PM
From: Alidotr	Read Replies (1) \| Respond to of 436258

Is there really a glut in existing bandwidth?

To: Earlie who wrote (68285)	2/15/2001 10:54:48 PM
From: mishedlo	Respond to of 436258

Where do I see NT's suplier list? M

To: Earlie who wrote (68285)	2/15/2001 11:37:12 PM
From: NOW	Respond to of 436258

Another fine target from Sandsping: sandspring.com

To: Earlie who wrote (68285)	2/16/2001 5:24:26 AM
From: marginmike	Read Replies (2) \| Respond to of 436258

In area's of tech like Optics I agree whole hartedly, However in areas of the OLD economy thing s are just not that bad. I would also point out that the mobile phone biz is still pretty brisk. I think that you taking the problems in Optics/drams/pc and relating them to everyone. I did not listen to DELL CC but it sounded like biz in Jan actually improved. I think naz goes sideways tests some down, but do not see the abortion that you forsee. I am neither long or short, but if I was to HAVE to choose it would be to go long ENERGY, CELL equipt, GOLD, Insurence(I hear biz is GREAT), and REITS(RE has been pretty unfazed so far)