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To: The Ox who wrote (1017)	6/25/2012 12:24:50 PM
From: The Ox	Read Replies (1) \| Respond to of 8239

Networkers continued to get hammered by the analysts. Group as a whole looking awesome from a price to sales metric. I am truly surprised that this industry has refused to buy out competitors or find economies of scale. To buy companies that are growing over 20% a year for at or less than 4 times sales seems like a no-brainer. They continue to get cheaper, so no rush to buy, imo. Wait for the summer dulldrums then start to nibble or watch for earnings related trend changes like CIEN....imo. EDIT - I note strength in companies like EZCH to underscore that not all is doomed in this industry. Maybe they will be the next to get attacked by the analysts? Most likely...