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Strategies & Market Trends : Stock Watcher's Thread / Pix of the Week (POW) -- Ignore unavailable to you. Want to Upgrade?

To: CrayUSA who wrote (49633)3/25/2002 10:12:09 AM
From: CrayUSA  Read Replies (1) | Respond to of 52051
 
FYI--09:41 ET Carrier capex to increase in 2H02-- Bernstein
Bernstein's Paul Sagawa in a pre-open note says that carrier capex will increase in 2H02, with Q2 a significant inflection point in this cyclical industry; prefers Outperform-rated LU given its strong exposure to the healthiest carriers; Outperform-rated NT may take longer to recover given IXC exposure; and Mkt Perform-rated CSCO is much more levered to corporate IT spending, which may get worse before it gets better.



To: CrayUSA who wrote (49633)3/25/2002 1:19:08 PM
From: Stock Watcher  Respond to of 52051
 
Cray...you just have to smile when MSFT fights back :)



To: CrayUSA who wrote (49633)3/26/2002 11:50:57 AM
From: nokomis  Respond to of 52051
 
Nothing wrong with taking profits and then taking a wait and see approach...thanks for link. Put INAP (now 0.79) on your watchlist for the next week or two. Was doing some research lately and cashflow is healthy, inroads abound and H&Q (who's research dept. is tops has not downgraded since their strong buy). I don't own it. Yet.


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