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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 671.91

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Nov 14 4:00 PM EST

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To: Johnny Canuck who wrote (34522)	9/28/2001 4:47:33 PM
From: Logain Ablar	Read Replies (2) of 68035

AT some point I'll have to look @ Q and GX again. Remember Ravi Saria the Leman bond analyst who trashed amzn? I remember reading his bond analysis on the telecom sector late last year (before he left to join a hedge fund) and he projected a 2+ year problem in the telecom space due to the large debt. Part of my decison to jetsison CORV was due to Q cutting back 2002 CAPEX by 2B. Granted they will obtain price concessions and maybe CORV & the AVCI's aren't adversly impacted (I mean from this stock price level) but it just creates a head wind on the sector. I would think the telecom sector is one of the weak ralliers (geez software too from the stock actions) and revisits these lows (assuming the lows are in, which is still not a good asumption). Harry I assume your screen on cash doesn't factor in debt? Have a good weekend tim

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