Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (19731)	3/29/2002 9:15:46 AM
From: sylvester80	Read Replies (1) \| Respond to of 21876

I bet you would have said the exact opposite during NAZ 5100. You would have been clueless to what was about to happen cause all the articles during that top were bullish bullish bullish and spending was going up. What has changed is that: #1 - we had capitulation in telecoms, #2 - Two of the biggest bears I know have called the bottom in cap ex declines during this quarter or next, with cap ex recovery starting during the 3rd quarter. Since wall street prices stocks 6 months in advance, this is the time to get in the sector IMO. If you think this or next quarter is not the bottom for telecom spending, then do accordingly. But you may want to listen to JNPR's CC first and try to figure out why JNPR after issuing a huge warning, they rocketed. Good luck.