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To: RetiredNow who wrote (61537)10/1/2002 4:36:38 PM
From: Eric  Read Replies (1) | Respond to of 77400
 
Well I don't think we have seen the end of the big swings just quite yet.

I'm really watching the "consumer numbers" to see what might happen next.

Dell sure is doing fine. I'm looking forward to what Cisco will say....

Eric



To: RetiredNow who wrote (61537)10/1/2002 4:38:54 PM
From: Eric  Respond to of 77400
 
Story at FT today...

Telecoms sector strategy weaknesses exposed

By Jonathan Moules, Scott Morrison and Martin Arnold
Published: October 1 2002 2:23 | Last Updated: October 1 2002 2:23


The moment of truth is fast approaching for the biggest US and European makers of telecommunications equipment, according to industry analysts and other experts.

The latest collapse in spending on equipment, evident in a string of profits warnings in the past three weeks, has exposed the weaknesses in their existing strategies, which essentially relied on sitting tight and waiting for a rebound......

news.ft.com



To: RetiredNow who wrote (61537)10/1/2002 4:50:26 PM
From: kvkkc1  Read Replies (1) | Respond to of 77400
 
Or maybe you just buy more high so they can drain you. Nearly everybody talks like a recovery is guaranteed. That may not necessarily be so.