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Technology Stocks : ADC Telecommunications
ADCT 3.620+2.0%Jan 16 3:59 PM EST
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To: Bosco who wrote (1168)10/20/2000 10:29:39 AM
From: Jay Mowery  Read Replies (2) of 1944
 
Hey Bosco,
Hadn't thought about people movin' stock this way rather than 144.
I'm not buyin' the cut in spendin' junk the media is tryin' to pass off in the Telco sector either.
I believe the telco's will spend less but I'm guessin' that they aren't goin' to buy from 10,000 different vendors like they have in the past.
My guess is they will be spending less because they will limit their vendors to the ones with the best of breed equipment and the best reputations for production and delivery and service.
In doing so they force the Equipment Companies to consolidate by buyin' up the smaller cap people, who have good quality products.
This will serve two purposes.
First: it will consolidate the equipment makers to where you have the biggest and the best left.
Second: It will eliminate the excess spending trying to pick up "New Magic Bullets" That aren't uniform and have no interoperability capabilities.
Reducing the spending like they have stated!
But not the amount of business.
There is less money wasted and a more focused market, leading to "Less Spending on Buildout!"
Which to me is really "SMARTER SPENDING"
The reduced spending will eventually come in the form of "SMARTER BUYING".
This is where I think ADCT is a good contender for
for healthy fundamentals. They seem to be quite intuitive in
trying to keep high quality and product balance.
Just some stuff runnin' in my head.
YBJay

WARNING: This may not make a lick of sense!!
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