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Strategies & Market Trends : The New Economy and its Winners
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To: Mark Fowler who wrote (7674)6/19/2001 1:45:15 PM
From: Bill Harmond  Read Replies (1) of 57684
 
Overcapacity is always a problem. Look at Japan.

In telecommunications, I don't think it's an overcapacity problem as much as a technology dislocation problem. The circuit switch (from Nortel, Lucent) is dead.

Productivity gains have been real. Productivity is down lately because of the slowdown. If you had 5 people making 100 widgets before, and the same 5 people making 90 widgets now, then productivity is down. No one can fine-tune labor and capex that well.
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