>>anyone who may have identified a slowing trend in telco spending >> to do that one need find a telco analyst with known intregrity to get their opinion--whether they are or are not slowing spending, is critical too many matters.
the whole wild run in the optic area etc. has been based on telcos having to buy and buy ----what if they can't afford to? what if they think they are getting maxed out--the growth figures on fiber etc are based on the faith that telcos have an endless supply of money to buy and buy--in fact the whole "new economy" is based on nothing slows down.
Internet growth in general,will be endless up up and away,and yet much of the initial wild growth has been to those who can afford it,and i keep asking,when does that well get shallow--my whole business education amounts to economics 101:)(i got an A plus,however)---and damned i don't hear anyone talking about the law of deminishing returns--these matters have been erased,null and void,it's the new economy,doncha' know? keep the faith,baby,party will never stop,ralph acampora has just written a book proving this(do you believe max,do you believe max? sure(sarcasm at the max) max |
