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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
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To: Clappy who wrote (10126)10/28/2000 1:36:50 AM
From: Jim Willie CB  Read Replies (1) of 65232
 
Cramer is about as deep as a piss puddle on my bathroom floor

he overlooks so much
such as the productivity enhancements realized by Unphaz customers in purchasing and implementing their products
and the consequent urgency to continue in the fibopt buildout even if debt-financed
EARTH TO CREAMER: bandwidth is doubling every six months !!!

I would agree with Cramo if and only if a serious recession comes about
he misconstrues a pause as a sustained slowdown

Nortel seems to have unique problems with uneven customer orders and SONET dependence

WorldCom seems to have a digestion problem after years of a breakneck acquisition diet

I wonder if Crammer spends more than a few minutes in research
/ Jim
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