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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: Raymond Duray who wrote (4424)	11/28/2001 12:07:08 AM
From: TheStockFairy	Read Replies (1) of 46821

Yes, an MSA is a master services agreement. I'm kind of curious as to where the industry as a whole is going to go to now. What fueled a lot of the growth in the telecom space was competition (your customer is your competitor). There has pretty much been a halt to new telecom companies that are trying to buy fiber, and a lot of the ones that were out there either went out of business or went under. On top of it, IT spending is way down, companies are laying off and not hiring, VC funding, while it still exists is waaaay lower than it used to be (and it is flowing into optical components still). So, what's a telecom to do? ENE's properties, IMO, will be sold off at some kind of discount and the people will be released or redeployed. Since ENE is in a boatload of trouble anyway, I'm thinking the former. ENE also didn't put in a whole lot of their own fiber, so maybe some will end up just going back to whoever installed it in the first place.

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