The Fish Man

[reefburnaby]

Hi,

Market:

So far, big companies like Cisco and Nortel haven't warned that they will not miss their numbers by a long shot. If they do warn, it is usually in these next couple of days (before the end of the year). Cisco says that they expect revenues to be flat or up 5% for the next two quarters. If you look at past history, the next two quarters are where the largest revenue increases occur. So, if there isn't going to be a big revenue increase this spring, then it will be year 2003 before we see a full swing recovery.

What does this mean ? The next 4 weeks will be key to the recovery of the economy because big players like Cisco and Intel will be issuing their numbers or future projections. So, if they report good number (small rise in revenues), we should see a full swing recovery by around the 3rd or 4th quarter -- which means hiring in 3rd or 4th quarter. If not, the recovery may be delayed for another year (2003).

Audio:
Well...I listened to a Wadia and I didn't think they were worth the price. [img]images/smiles/icon_smile.gif[/img] Hey...have you seen Wilson Audio Grand Slamm....they are only $170,000 a pair.

But, I have a Denon transport, MSB Link DAC (tweaked to death), Classe CAP-150 (integrated Amp -- tweaked), an older pair of Kef 104/2 and a home made sub. Most of my interconnect and speaker cables are home made -- and it sounds as good as any KimberKable or Cardas.

I am happy with it. So you are putting in Focals in to a car (Kevlar kind ?). Those are really nice drivers and damm expensive too. Sounds like somebody like JMlabs [img]images/smiles/icon_smile.gif[/img]

- Victor.