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Strategies & Market Trends : The New Economy and its Winners

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To: 16yearcycle who wrote (2186)10/12/2000 8:11:49 PM
From: Victor Lazlo  Read Replies (1) of 57684
 
Gene every time it appears the market is ready for a good day, another name-brand co comes out with a warning. And now the Mideast is heating up again.

The problem with the opticals is that they sell to companies that are barely making any money. There is a realization now that the end is in sight for the huge rev gains these companies have been enjoying to date.

Would you buy ATT and WCOM now? That is almost what you are doing, by buying opticals now. Look at QWEST- they had to buy a baby bell phone co to get adequate traffic on their huge fiber network.

Victor
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