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To: Mark Fowler who wrote (7590)6/13/2001 5:06:29 PM
From: Bill Harmond  Respond to of 57684
 
Looks like a technical breakdown in networking. Could be the mirror of last summer when telecom equipment went on to all-time highs.

I'm having difficulty sorting it out. The NWX is heavily weighted by giants Cisco, Nortel, and Lucent. I can't use it as a proxy for the next-generation systems guys. That's compounded by sector-madness.

It will sort out as long as my guys report well (hopefully).



To: Mark Fowler who wrote (7590)6/13/2001 5:06:29 PM
From: Bill Harmond  Read Replies (5) | Respond to of 57684
 
Looks like a technical breakdown in networking. Could be the mirror of last summer when telecom equipment went on to all-time highs.

I'm having difficulty sorting it out. The NWX is heavily weighted by giants Cisco, Nortel, and Lucent. I can't use it as a proxy for the next-generation systems guys. All of this is compounded by sector-madness.

It will sort out as long as my guys report well (hopefully).


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