من المعلوم ان قطاع الاتصالات بعاني من الضعف وهذا تقرير صدر من سالمون سمث بارني عن بعض شركات القطاع وتوقعاته لهذه الشركات وهي EXTR FDRY LU CIEN NT TLAB وللاسف ليس عندي وقت لترجمته فارجو المعذرة Extreme: (EXTR ) Business On Track As They Went Into The Quiet Period. As Extreme entered its quiet period, it was indicating the quarter was on track. It has new products ramping, which should provide some kick to March in and above the seasonal swing. They also said they expected to gain share in 2Q after a flat market share performance in 1Q driven primarily by its new product cycle timing. Foundry: ( FDRY) Activity Running Ahead of Target. Foundry is indicating its activity is running up 20%. While not all of this and probably not even most of it will land in the current quarter, it adds to the visibility and the potential for June quarter improvement. Foundry couldn’t determine if the improvement reflected economic conditions or its new product cycle timing, or both. We suspect the majority of the improvement in activity reflects the product cycle.