BTW, each an every one of these companies has stated their cap-ex in the coming year will slow.
Not true, SBC capex , excluding Pronto, will be flat- 12 billion. With Pronto significantly up.
Qwest capex is nicely up.ref. CC
British Telecom, France Telecom , C&W, or Deutsche Telecom will accelerate spending , b/c they are behind by 18-24 months. They have tons of cash.It is already known to the public. Did you see that Europe grew for NTmuch faster?
If ATT will cut circuit switching which accoount for big portion of 1999 capex and shift it to optics, packet etc.
what effect it will have on vendors living on next generation
technologies.
Very positive.
Why Lucent which have huge exposure to CS in US ( no in Europe were CS will do well over the next year) have problems?
Who knows better real capex vendors or Street.
BTW, carrier have been predicting slower spending at each fall for the last 5-6 years, just to increase it due to competition.
It is interesting that we always see you when company has real or temporary problems.
I see, you want to educate prospective investors.
Zbyslaw |
