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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (3292)	5/25/2002 9:29:36 AM
From: Crossy	Read Replies (2) \| Respond to of 95622

Robert, sorry to dampen your optimism but on optical components I don't see demand picking up until late 2003. Briefing.com, a service I value highly, has put "telecom equipment" in their WORST category (1 star). I concur with their analysis. They recently upped semis to 4 star (second highest) and even hiked up networking players.. I think that one sector will be particularly interesting because it involves NON DISCRETIONARY spendning that cannot be put off any longer: STORAGE. It's still in infancy and the investment required will be huge: media, physical, interfaces (SCSI, IP/SCSI, SAN, NAS) and even the related equipment... best rgrds CROSSY