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.
Technology Stocks : SDLI - JDSU transition
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: langj who wrote (931)3/30/2001 2:15:00 PM
From: pat mudge  Read Replies (1) of 3294
 
Suria works for a hedge fund and his slant is the most negative possible. Yes, CLECs have and will continue to fail. We've known that for months. However, as JNPR's Scott Kriens predicted, those carriers with access to capital will continue to spend and those who don't will go out of business. Network upgrades are not a matter of if, but when. Most say they'll resume in the second half, once metro picks up and carriers can charge for advanced services. Right now they've spent a pile of money on super-highways and have to wait for the exit ramps to be finished before toll-takers can extract their fees.

Suria has taken data that is accurate (CLECs) and extrapolated into areas that aren't justified (European carriers). If he were writing a paper in Econ 101, he'd fail.

Pat
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News