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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: LTK007 who wrote (40329)	3/13/2002 7:45:49 AM
From: t2	Read Replies (2) \| Respond to of 99280

Of all sectors in technology, to me the best one seems to be wireless. Lots of spending on the way; the carriers won't have a choice but to upgrade their networks to the next generation for competitive reasons. In addition, the new gadgets and high speed wireless internet should be able to drive sales late this year. Wireless broadband may actually lead to revenue for the Ciena types sometime late this year or next. I also think the line carriers with the pipes are going to benefit from wireless. As I see it the wireless carriers, wireline carriers (like wcom) should do really well...with the exception of possibly the baby bells. That is how see it. Wireless demand should be leading the tech sector in the recovery...not computer industry. jmho