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Technology Stocks : Nortel Networks (NT)
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To: telecomguy who wrote (10027)2/21/2001 3:39:40 PM
From: RetiredNow  Read Replies (1) of 14638
 
Exactly, Telecomguy! The thing about bandwidth is that people really are willing to pay for it. Talk to all the folks jumping into DSL and cable. Anything less is unspeakable. Then businesses have no choice but to buy the bandwidth. They simply have to have it to continue to bring efficiencies to their ongoing operations. So the last link is that the carrier and SPs need to get smart about figuring out how to generate the dollars, just like you said. I think we are going through a nasty period where the weak hands get shaken out, but when the dust settles, we'll be left with companies with the mettle to take the markets to the next leg of the Internet centric boom. I really believe that and have been adding to many of the biggest and best companies since last April.
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