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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Bruce Brown who wrote (34800)11/15/2000 7:54:06 AM
From: Seldom_Blue  Read Replies (2) of 54805
 
One of the problems with the telecom equipment makers was the way they sell. They do a buy-lease. Some of their customers are having a tough time paying. HP ran into the same problem with their products as well financing some dotcoms.

I was surprised to see NTAP is doing the same thing. I have no idea if they are the F1000s or the dotbombs. No one seems to be concerned with this fine print.

Seldom Blue
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