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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: ZenWarrior who wrote (15412)	4/7/2001 11:41:02 AM
From: Trader J	Read Replies (1) \| Respond to of 37746

I love the semis too, particulary TXN, ATML, AMAT, and even INTC now looks very nice here. I really like ATML here, but the debt has me a little concerned. J

To: ZenWarrior who wrote (15412)	4/8/2001 2:50:33 PM
From: Sharck	Read Replies (2) \| Respond to of 37746

"We now have too much broadband due to a fanatical build out during the IPO/Internet boom...." There is much truth in that posting. Couple of themes going on in the industry: 1. Broadband access is not moving as fast as anyone hoped or thought, and the catalyst players clecs, csp's asps, blecs are all in trouble - low valuations, low cash, debt laden - witness Northpoint -- and the same conditions apply to the whole sector. Therefore access network evolution is slowing and needs help, but the Ilecs (incumbent local exchange carriers or the big telcos) are now under less competitive threat from the clecs (competitive local exchange carriers) so they are not as inclined to aggressively deploy -unproven and difficult new access technologies. 2. Slow down in spending on B2B infrastructures which use big pipe etc. 3. General slowdown in capital spending as companies wait on stuff, and as layoffs take effect and management changes take effect, further creating internal decision making turmoil - slows everything down. 4. Backbone bandwidth is still important, however may be less of a top priority in next 6 months.