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Technology Stocks : AUTOHOME, Inc
ATHM 24.94+0.4%11:59 AM EST

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To: Ahda who wrote (22435)5/19/2000 5:04:00 PM
From: gpowell  Read Replies (1) of 29970
 
The telecom infrastructure stocks I follow will almost certainly announce outstanding revenue and earnings. These guys are shipping product as fast as they can make them.

I don't see the telecom investment cycle ending any time soon. The only thing that may cool the demand is that damn slow last mile.

Unlock that bottleneck, and the bottlenecks from the edge to the core will take priority. This cycle is just beginning.

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