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Politics : High Tolerance Plasticity
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To: hitsoft17 who wrote (2366)3/24/2001 11:51:59 AM
From: Think4Yourself  Read Replies (1) of 23153
 
Agree with you about the long term. When demand picks up these guys are going to be in the catbird's seat. I am also very grateful for CC's comments, even though they weren't exactly something I wanted to hear. They caused me to do quite a bit more research into the other ECM's and the research was directed at where the next problems are likely to emerge.

These guys may very well have unusually large writeoffs in the coming months, but it looks like a toss up at this point for non-telecom lines. It looks inevitable that there will be a lot of equipment written off related to telecom due to all the internet related failures.

These companies often list their large customers in thier SEC filings. I would be careful owning those that service Lucent. They are losing market share like crazy, and that trend is likely to continue. It appears that Nortel is picking up most of it, and Nortel is slowing down as well.

One comment regarding ACTM: Check out the insider trading vs their peers (SLR, FLEX, PLXS, etc). It will quickly become clear that ACTM management believes what they are saying about meeting their numbers. The last time they sold was when the stock was in the 60's last year. The others have been selling as recently as a month ago.
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