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People are worried where additional supply will come from.

Kate Warne

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Kate Warne
Age: 35 †
Born: 1833
Born: January 1
Died: 1868
Died: January 28
Detective
Erin
New York
Additional
Supply
Worried
Come
People

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The Cisco announcement that their revenue might slow due to shortage of parts meant, therefore, Nortel was down because it's competing in the same market. I think that was the big negative.
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I think the sentiment has not entirely shifted away from the belief that technology will continue to do well. But the believers are getting more and more worried about their beliefs.
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This is a commodities business, so the companies that do it best are the ones that do it more efficiently.
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