Dotcoms, clecks, long distance... no money to be made on the long distance and dotcoms, clecks, incuding DSL's, cable modems....
all are loosing money so far and in certain point, they may just run out of the credits....example COVD,RTHM,HSAC...and on the dotcom side,you have many AMZN like.
So what will happen to the equipment provider companies with this high p/e ?...how you expect them to grow 100%...
As a summary...if I am a UUNET,COVD,AMZN...and I am not making the money....how,you as JNPR,LU,JDSU want to make money on me...?
Regards,el |
