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

To: Suresh who wrote (9885)12/4/2001 12:37:29 AM
From: Bill Harmond  Respond to of 57684
 
From Briefing: CIBC on Cable Equipment : CIBC recommended overweighting the cable equipment group relative to telecom equipment; 2002 rev growth should benefit from following trends: 1) accelerating video-on-demand deployments, 2) AT&T Broadband spending in infrastructure again, 3) German upgrade opportunities, 4) easier comps in 2002, 5) consolidation increasingly likely. Recommended ARRS, CCUR, CCBL, CTV, HLIT, SFA based on low valuation.



To: Suresh who wrote (9885)12/4/2001 9:26:31 AM
From: Wizard  Read Replies (2) | Respond to of 57684
 
No. My point was I don't care about 1998. Whether we grow X% CAGR off of 1998 revs or Y% or whatever, I am not watching 1998 or calculating anything off of 1998. I will leave that calculation to you. I am going relative to forward expectations.


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