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To: Sector Investor who wrote (783)3/31/2001 2:44:08 PM
From: Sector Investor  Respond to of 7249
 
Bit and pieces and glimmers and omens from around the threads

Positives

Re: Capex

Message 15580064

Message 15580122

Message 15581826

Message 15589871

A onetime "perma-bull" pores over a host of indicators and turns bullish again
Message 15592625

Message 15590416

Message 15592051

Negatives

Message 15591586

Message 15591928

Message 15592627

Chip forecasts point down
Message 15592736

Message 15592709

Dr. Doom sees no relief in interest-rate cuts
asiaweek.com

On Fiber

Predictions of a fiber glut (generic view of fiber)
Message 15560003

But contrast that with:

Corning expects demand in fiber and photonics markets to grow
fiberopticsonline.com{B6E2E4B3-1D1D-11D5-A770-00D0B7694F32}&Bucket=Industry+News

China's demand for optical fiber to reach 16 million kilometers by 2005, reports IGI
Consulting
lw.pennnet.com