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Strategies & Market Trends : MDA - Market Direction Analysis
SPY 690.36-0.5%Jan 14 4:00 PM EST
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To: Saulamanca who wrote (62006)11/7/2000 7:39:58 PM
From: Les H  Read Replies (2) of 99985
 
from MSDW

Our telecom services, equipment and data networking analysts on Friday reported that the five major U.S. carriers were now providing guidance on a reduction in capital outlays for 2001 to $51.3 billion, down from $51.8 billion this year. Another analyst says capital spending by cable multiple-system operators may have peaked. The analysts remain resolutely bullish on optical demand, but the question is whether the spending increases will meet investor expectations. Meanwhile, there are stories around of equipment vendors offering 250% financing on new purchases to European telecom companies to help alleviate their cash flow problems. The sacred cows are on accounting and financing steroids.
Every boom inevitably breeds its own excesses of lending and investing, and every bust by definition purges them. The dot-com bubble has been pricked, but the evidence that is developing, although still fragmentary, indicates there was plenty of highly speculative investing and lending in other areas, particularly telecommunications, technology and private equity. The amount of possibly bad credit is not trivial for either the European or American banking systems.
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