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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Jill who wrote (33005)3/10/2001 5:34:28 PM
From: Jim Willie CB  Respond to of 65232
 
do me a flavor and ask Teresa about CIEN now?
they seem to be the last of the fiberoptic bigwhigs
sure, down from 90-100 to 60, big deal
that aint 60-70% though
no warnings, no downgrades, no lowered guidance, no reduction in orders

the correlated players might soon sight CIEN as vulnerable
we will see
/ jim



To: Jill who wrote (33005)3/10/2001 6:08:20 PM
From: stockman_scott  Respond to of 65232
 
Here's a link to the opening letter to Buffet's Annual Report for Berkshire Hathaway...

berkshirehathaway.com

Even though he has stayed away from the tech sector he is quite an amazing man...=)

Best Regards,

Scott


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