Networking on the Bleeding Banks
by: jmoffe20 (27/M) 04/17/01 05:21 pm EDT
Msg: 383861 of 383867
Cisco has taken a 3.7 billion dollar charge. No one has covered this is only the tip of the iceberg. Is Core IP routing still a viable market. Where will growth come from. Monterey failed with opaque switches. The Cerent purchase is what is keeping the company afloat.
Has anyone covered the outstanding goodwill debt to WINSTAR, COVAD, MPOWER, ICGX, Rythms or any of the other debt strangled CLEC's.
Will Cisco be able to keep up the pace of growth without ridicilous vendor financing?
Will Ciena, Juniper, Copper Mountain, Redback, Sycamore, ADC Telecom, Lucent, Nortel, Ericcson, Nokia and Cisco be able to find acceptable thrid party financing to facilitate deals?
What will this do to the cash conversion cycle of the above listed companies?
When will the Networking Sector problems bleed into the Banking industry. Companies like Bank of America, Bank one, First Union, Morgan Stanley, JP Morgan, CSFB and Merril Lynch watch the sector bondfund yields?
When will the 700 billion dollar debt bomb explode from the above mentioned companies?
Has anyone covered the lack of spectrum issue for 3G in the states (Television covers this spectrum)?
I threw together some rough numbers and think 3G will take 1Trillion to deploy in the US. For successful deployment of 3G Fiber at every tower is necessary 10gb sustainable at every tower and where does the money come from after the rushed HDTV buildout to facilitate the freeing up of necessary spectrum |
