MDA - Market Direction Analysis Message Board

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Strategies & Market Trends : MDA - Market Direction Analysis

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Nov 12 4:00 PM EST

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To: Haim R. Branisteanu who wrote (56945)	7/20/2000 11:41:17 PM
From: Jorj X Mckie	Read Replies (1) of 99985

Haim, I put forth two possible alternatives for the advertising. And yes, I do believe that the more companies that adopt internet business models and the more consumers that use the internet, the more the infrastructure (both public and private networks) will need to be built out. I also think that most of the international markets are still in their infancy. Whereas there may be a slowdown in the areas where you are involved with the financing, there is a corresponding acceleration in other areas. Just to clarify, I am talking about networking equipment vendors. Perhaps you should refocus your financing efforts on the areas that are accelerating. JXM

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