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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Mark Fowler who wrote (8551)	9/1/2001 12:32:08 AM
From: Sonny Blue	Read Replies (2) \| Respond to of 57684

thestreet.com

To: Mark Fowler who wrote (8551)	9/1/2001 12:09:26 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

From Briefing Friday: 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.