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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: MikeM54321 who wrote (8621)	9/27/2000 1:38:19 PM
From: BWAC	Read Replies (1) of 12823

More sector bashing today on the talking head shows. Says market is positioning for an expected negative analyst call who has talked to and researched 60 telco and equipment vendors for their future equipment buying trends. The talking head's (Faber) logic went something like: "Telco's revenue growth is expected to be 10%, but the equipment makers revenue growth is expected to be 30%. The numbers just don't add up like that for long." Well DUH? Lets see? 10% growth in Telco revenue could easily be something like $30 Billion in sum. As compared to a 30% growth in equipment being $10 Billion in sum. That can continue for many years. Why has this 10% vs. 30% growth issue all of a sudden becoe an issue? It is not new. Telco's have to spend to upgrade the infrastructure or else they won't be able to provide the services people will soon come to demand. What is this market thinking? And how did the fools take charge so easily? I guess it is the power of the funds playing with Other Peoples Money. When it is OPM you just bail and smile.

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