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JP Morgan sees 23% drop in US cap ex (CSCO, JNPR, LU) By Emily Church
JP Morgan is lowering its estimates for capital spending by North American carriers to a 23 percent decline in 2001 from 2000, followed by a 20 percent decline in 2002. "We believe spending in 2003 should rebound slightly... but not to 2000 levels," analyst Jeffrey Lipton tells clients overnight. As for the communications vendors, Lipton sees 2001 earnings estimates in line with his forecast, but that 2002 estimates look "a little enthusiastic." The firm is starting coverage of Juniper Networks (JNPR) with a market perform, saying they expect Cisco's gains in high-end router could stem market share gains for Juniper. Cisco (CSCO) is started at a long-term buy as is Lucent Technologies (LU) .
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http://cbs.marketwatch.com/news/new...949074-791302188&property=symb&value=&value2=
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JP Morgan sees 23% drop in US cap ex (CSCO, JNPR, LU) By Emily Church
JP Morgan is lowering its estimates for capital spending by North American carriers to a 23 percent decline in 2001 from 2000, followed by a 20 percent decline in 2002. "We believe spending in 2003 should rebound slightly... but not to 2000 levels," analyst Jeffrey Lipton tells clients overnight. As for the communications vendors, Lipton sees 2001 earnings estimates in line with his forecast, but that 2002 estimates look "a little enthusiastic." The firm is starting coverage of Juniper Networks (JNPR) with a market perform, saying they expect Cisco's gains in high-end router could stem market share gains for Juniper. Cisco (CSCO) is started at a long-term buy as is Lucent Technologies (LU) .
وهو موجود بالعنوان :
http://cbs.marketwatch.com/news/new...949074-791302188&property=symb&value=&value2=
وهو من شركة جي بي مرغان
وشكرا....