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To: Bill Harmond who wrote (10356)1/14/2002 10:12:30 AM
From: stockman_scott  Respond to of 57684
 
ABM AMRO on Telecom sector...

07:07 ET ABN AMRO on Telecom Equipment : ABN AMRO believes that CSCO, EXTR, RBAK should meet or exceed ests for the qtr; optical-related firms such as TLAB and CIEN are still at risk to negative capex trends; near-term demand may "pinch" SFA, but the cable mkt should stabilize in 1H02.



To: Bill Harmond who wrote (10356)1/15/2002 3:17:58 PM
From: fedhead  Read Replies (1) | Respond to of 57684
 
Do you think SLAB is a buy at these levels ?

Thnaks
Anindo