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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 229.12-0.2%Nov 26 3:59 PM EST
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To: Victor Lazlo who wrote (109919)10/8/2000 11:32:13 PM
From: GST  Read Replies (2) of 164684
 
Victor -- the reason the telcoms bought cable operators is because the cable operators did not have the balance sheet strength to aggressively build out the new infrastructure -- the telecoms did. Now the question is, given the deterioration in their balance sheets, can they keep up their spending on infrastructure. The CISCOs and JDSUs of the world are priced as if the build-out will roll on and, in the case of JDSU, accelerate. Imagine what would happen to JDSU if a major client "postponed" a major purchase -- down 50% in a day is my guess in this market, and then cut in half again after that as the reality sinks in.
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