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Technology Stocks : JDS Uniphase (JDSU)
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To: Stocker who wrote (15866)1/4/2001 7:08:28 PM
From: zbyslaw owczarczyk  Read Replies (2) of 24042
 
Soon the takeovers of the troubled co's will start and that would mean some spending allocated to network
upgrades gets shifted to new acquisitions.
Cutting capex and buying CLECs by Big ILECs will not create new network.
ICECs or ROBC will have to build this network anyway.
However by taking away competitor for low price will increase
return on investment going forward. They can charge customers
more.
BTW big publicly ILECs will never buy CLECS using cpaex $.
They will buy it using its own shares.
Where did you got this idea of buying using capex $, form
S.Moritz of Street.com........?
Since only half of CLECs is in trouble, they represent only 5% of total US capex.

ZO
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