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

To: Devin123 who wrote (20229)	5/3/2001 12:23:24 PM
From: Softechie	Read Replies (2) \| Respond to of 37746

From what I've seen, these rallies are really counting on economy to heat up 2H01 and telecom to resume expansion. I have reservation about a V-shape recovery in economy. Many CLEC's bonds are trading in distress level and they can't get more capital from the market unless it's from individuals or insiders. Many of these CLEC's will go BK. Networkers are feeding off of these CLEC's and RBOC's. The growth rate will come down substantially for telecom sector and especially for networkers. Short CIEN and JNPR over $60. RBAK over $20. SCMR over $10. Building short position piece by piece and just wait for the news to hit. Good luck.