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Strategies & Market Trends : Steve's Channelling Thread
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To: dwayanu who wrote (15758)5/13/2001 5:40:22 PM
From: SBHX  Read Replies (1) of 30051
 
What about the layers of cable like TSIX? Their stock is trading as if everyone expects them to default on their bonds.

There was also a report recently that the number of DSL equipment and chips bought is about double the number deployed in the field. That sounds like an inventory problem to me.

SbH
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