6/15    Suggestions EMC still holding up fairly well- short them to
        enternity
        Now something alittle closer to my heart- Telecos- where all my
        money is at and dwindling away quickly- People are linking the
        slowdown in hardware to slowdown in telcos. This just doesn't
        make sense and I wish a real analyst would come out and say so-
        It is exactly the opposite. That means that the cost/investment
        requirements of the telcos is decreasing.  Thus they should see
        better returns
        The whole business is just like building a refinery- it costs a
        whole hell of alot to build with no returns ( all returns go to
        vendors building and supplying material to build it ) once built
        the vendors and suppliers are out of busines and all revenue
        streams to the owner of the refinery
        Networks are exactly the same- why do you think Fluor and Bechtel
        built all the big networks- because it was a "new" industry- hell
        no.  because it is the same industry as power/ utility/ energy.
        Why is enron trading bandwidth just like power. because it is new
        and different like everyone would have us believe. no.