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To: John Carragher who wrote (1367)2/17/2001 10:40:10 AM
From: FR1  Respond to of 1805
 
optical will be the last to recover

Let's see....
CSCO says optical is the one category that is doing well. The sales chart is linear - not going down like others.

NT said that optical was doing good - the other categories of legacy stuff were holding things down.

LU says the same.

CIEN is pure optical and went through the roof.

JNPR reported well and is optical.

go figure.

He is probably reading the statement by NT where they said that the ISPs can't get any money loaned to them. This is right.



To: John Carragher who wrote (1367)2/17/2001 1:22:46 PM
From: Bob Kim  Read Replies (1) | Respond to of 1805
 
thanks for the input while the ml top guy says large cap will be very slow to recover his analysts are out selling the same companies.

In addition, the guy even added an Accumulate-rated stock to his top 10 tech stock list and thus bypassed dozens of Buy-rated stocks pushed by his colleagues. To me, that's an indication that he doesn't put much value on his colleagues' opinions.


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