| not likely, most likely related to the fact co's like qwest and level 3 amongst others way over extended themselves with easy credit 3-4 yrs ago when they were the first to lay down fiber that people dont want now...level 3 has lit up only 10-20 % of their fiber currently...there is a huge glut of fiber in the ground and that is why the telecom sector is hurting...these co's layed down fiber in the countryside where nobody really wants or needs them...we need fiber ine the metro areas but this wont be done as its too expensive...when sprint, worldcom, att, level 3 qwest, and about 50 others do not need to expand for a market they over estimated bigtime, everyone down the chain like jnpr,avnx, nufo,newp, tlgd, a, cien, nt, csco will suffer like everyone else...jmo...cant see this sector recovering til next yr...but in the longrun, the winners will still come from this sector. |
