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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Jerome who wrote (52312)9/17/2001 12:19:32 PM
From: John Trader  Respond to of 70976
 
Jerome, Morgan Stanley agrees with you on networking stocks:

From Briefing.com:
08:16 ET Networking : Morgan Stanley says that while tragedy makes it more likely that networking companies will miss Sep qtr estimates, firm is raising 2002 industry growth rate by two points to 11-12% as the industry may benefit from increased spending on disaster recovery, VPN/security, remote access, video conferencing, and wireless infrastructure.