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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Nancy who wrote (18009)	6/14/2001 6:00:23 PM
From: Bosco	Read Replies (1) \| Respond to of 30051

Hi Nancy - thanks, good point about 2nd half recovery. At the risk of joining the chorus to slam the professional analyst community, I wonder how many people really believe this song for the FO sector in particular, especially those depending on major buildout. I mean, it is still possible for storage and software etc to rebound with the general economy, if the economy does recover in the 2nd half, simply b/c the sizes of their contracts are likely to be smaller than say a 3G rollout or another proliferation of the dark fiber. Unfortunately, the telecom industry is such a capex intensive sector, my guess is that it will have to bring up the rear. I think it would be interesting to see how ORCL fare on Monday. Unfortunately, it may not help a black day for tomorrow leading into a Monday mayhem best, Bosco