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Replies to #14073 on The Black Box
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WinLoseOrDraw

03/08/04 10:54 AM

#14074 RE: wahz #14073

I continue to think there is a good chance that we are in the midst of the consolidation period

market has shrugged off more than enough catalysts to move hard in either direction.

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wahz

03/08/04 10:57 AM

#14075 RE: wahz #14073

just to get this off my chest: I didn't want lu, glw, or nt because their balance sheets are AWFUL, compared to things like amcc, avnx, cien, scmr and jdsu.