Daily Interview: BlueStone Capital's Susan Kalla

There's supply, and then there's demand. Susan Kalla has dug deeply into the demand side. And as communications-equipment sellers struggle with the sudden loss of visibility on their customers' spending plans and demands, we thought it would be good to chat with Kalla, a telecom analyst with New York investment bank BlueStone Capital.

Susan Kalla Networking Analyst for BlueStone Capital

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Kalla, a recovering GTE engineering geek, speaks proficient networkese and keeps in close contact with the 15 to 20 top network engineers who control the industry's purse strings. Kalla's roots are in market research. She was formerly a research analyst at Northern Business Solutions, now part of the Gartner Group.

Kalla initiated coverage on Ciena (CIEN Quote) and Sycamore (SCMR Quote) with rare sell ratings. This can be seen as a recommendation to short these stocks, to buy options with the expectation that the stock will fall. Among the things Kalla predicts is a continued consolidation of the phone and Internet service providers and, light at the end of the tunnel in the form of a rebound sometime in late 2002. ...