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Politics : Idea Of The Day

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To: James Strauss who wrote (37761)	4/1/2001 4:24:54 PM
From: TWICK	Read Replies (1) of 50167

You also need the telecom and the box maker sectors to show signs of improvement before one can make a stronger case for the chips to recover. The telecoms are in a serious funk. Major, major debt that's going to take some serious work and time to work through... if they can without filing for bankruptcy. Bankruptcy protection doesn't like such a bad idea for the likes like T, and WCOM. The investors are going to lose, but you'd be looking at renewed spending, especially since the new 3G platform is going to cost a whole lot. And, you gotta keep that broadband, and wireless going. More spending. Twick

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