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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (9379)11/29/2000 5:07:19 PM
From: Raymond Duray  Read Replies (1) of 12823
 
Hi Mike,

As I've stated previously, I generally don't put much stock in projections beyond 18 months. After all, who would have predicted the tremendous revenues that certain attorneys are currently enjoying as of Nov. 6?

As regards U.S. long distance Capex growth rates, what you are looking at (if these figures are to be believed) is not exactly a barnburner: 

Year:   Annual %
        Growth:
2001     ~2% 
2002     ~4%
2003     ~5%
2004     ~5%


These figures are quite limp, if you ask me. How can you expect "growth" managers and momentum players to do anything other than turn their noses up with this near overall-GDP rate of growth. I don't see anyone getting excited and bidding up stocks on this basis. More likely the opposite, as Mr. Market reassigns a market multiple to these cyclical issues.

Best, Ray :)
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