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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Bruce Brown who wrote (34148)11/1/2000 10:21:39 AM
From: Judith Williams   of 54805
 
Bruce--

It's not just the lousy track record of both telcos and analysts in predicting capex. It's the trends that those gross predictions mask. The Fat Pipes are alive and well and getting fatter.

While capex, in the aggregate, may see a decrease in the incease (to 21%), optical gear demand, RHK predicts, will see 36%. To borrow a political chestnut, T ain't no Qwest, and WCOM ain't no Level Three.

Judith
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