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


To: Dealer who wrote (33931)3/18/2001 8:45:28 PM
From: Dealer  Read Replies (1) | Respond to of 65232
 
To:Jack Hartmann who wrote (2532)
From: FR1 Sunday, Mar 18, 2001 6:20 PM
View Replies (1) | Respond to of 2544

I think maybe we will get a shift in psychology after the rate cut. I spent all week looking for a new PC.
FWIW I heard on radio today that INTC plans a lot of chip announcements early next week. HP, they say, will announce a cheap color PDA. Add to that the OFC convention which just started today and it seems to make for a good news week coming up.

Pat Mudge on the JDSU thread should have some good coverage:

I leave tomorrow for OFC and you can be certain I'll ask the capex question a hundred times before it's over. Also timing of metro roll-outs. I'll report back when I can. - Pat Mudge