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

To: 2MAR$ who wrote (34441)	9/6/2001 8:45:58 AM
From: canmar	Read Replies (1) \| Respond to of 37746

08:42 ET Bernstein on Telecom Equip. : Hearing from sources at Bernstein that analyst Paul Sagawa believes that deteriorating conditions point to many earnings misses in Q3; says that in order of severity, ERICY, NT, MOT, LU, and NOK are all risks to preannounce disappointing Q3 earnings and/or revenues; Sagawa cuts 2001 EPS estimates on all five; says that meaningful inflection point is 6 months away and industry growth is 18 months away.