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Strategies & Market Trends : Drillbits & Bottlerockets -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (3738)2/16/2001 1:07:22 PM
From: Jorj X Mckie  Read Replies (2) | Respond to of 15481
 
NT made some pretty strong statements about the weakness, it makes sense that related companies would get smacked around. But try and place an order for a spool of fiber with a deliver date of less than 12 months.



To: John Pitera who wrote (3738)2/17/2001 7:56:33 PM
From: Jorj X Mckie  Read Replies (1) | Respond to of 15481
 
John,
just talking to a friend who works for a electronic component distributor. She sells mainly to CMs. Says that their business seems to have bottomed, prices had stopped increasing (the prices they charge their customers) and their margins are coming done to normal levels. She thinks that we have a couple more months in the doldrums with strength returning in May/June timeframe.

Just one data point.
JXM


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