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Strategies & Market Trends : Cable and Wireless (CWP)
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To: KENNETH DOAN who wrote (134)1/4/2002 1:42:54 AM
From: CIMA   of 162
 
I think the drop in telecoms has more to do with rapid expansion and takeovers that brought on huge debt loads (which CWP doesn't have), the global recession and the general state of strategic purgatory the telecom industry is in. Telecom companies must bring in costly new technology and service applications (initially non-revenue producing while markets are built) to stay competitive with industry peers and against cable companies but at the same time must maintain and grow their traditional revenue producing markets. It's a delicate balance that saw most telcos over-extended in a recession. CWP is one of the few with loads of cash that is able to pick up leading edge technology and management from the ruins at 10% of the original cost. IMO this should pay off handsomely for shareholders in the years to come.
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