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


To: Softechie who wrote (92194)7/7/2002 9:46:23 PM
From: puborectalis  Read Replies (3) | Respond to of 99280
 
Telecom and optical network stocks are mentioned as potential gainers since they've been beaten down, according to a pair of Barron's articles. Ross Margolies, manager of the Salomon Brothers Capital fund, lays out his rationale for Lucent (LU: news, chart, profile), Ciena (CIEN: news, chart, profile) and Comverse (CMVT: news, chart, profile) as solid picks based on future growth. Separately, Sanford Bernstein analyst Zhiping Zhao recommends JDS Uniphase (JDSU: news, chart, profile) and Agere Systems (AGRA: news, chart, profile) based on likely needs to build network capacity