SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : Home on the range where the buffalo roam
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: JRI who wrote (11911)3/26/2001 6:22:52 PM
From: Raymond Duray  Read Replies (3) of 13572
 
Chambers is wailing and gnashing his teeth because he sees a really loose monetary policy as a necessity for the spigots of investment capital to be turned back on for the telecom wunderkind. I don't envy his struggle against the reality that the B, C and D LECs are all gasping for air as they try to save themselves from a fate like NPNT's recent rude demise. In other words, CSCO's stategy to move upstream from the ISP market to converged telecom providers is going to meet the reality that the ILECs and their crony vendors like NT, LU and ALA are going to be where the bulk of Capex is going to occur over the next dozen quarters at a minimum. In other words, Chambers is probably more accurate, as to CSCO's prospects, now that we are in confessional season than he was last November during the last gasp of the Cheerleading season. But, nontheless, his credibility has been greatly lessened, IMHO.

Don't get me started on how utterly silly these 10 year gonzo Federal surplus projections are beginning to sound. Dubya's got to be at least considering the 'emporer has no clothes' scenario as he heads out into Democratic states and districts to ostensibly sell the tax cut, while really there to sell the GOP apparatus to potential contenders for Republican 2002 Congressional-focus campaigning aid.

L8R, Ray :)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News