Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: stevenallen who wrote (33890)	8/31/2001 1:46:05 PM
From: Frederick Langford	Read Replies (1) \| Respond to of 37746

I just know that whatever one expects, the market often does the opposite. I'm speaking strictly short term here. Fred

To: stevenallen who wrote (33890)	8/31/2001 1:46:32 PM
From: StormRider	Respond to of 37746

13:40 ET Networking/Telecom Outlook : Hearing from trading floor sources at CIBC World Markets that market research firm Dell'Oro has just completed a conference call that offers a pretty bleak outlook for the sector. Dell'Oro pressed to find any catalysts that would drive demand before 2003. Most alarming of firm's comments was prediction that WAN switch category possibly goes away altogether (neg. for RBAK). One of the few positive comments to come out of a generally negative call was firm's prediction that routers would probably be the first to recover.