Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: slacker711 who wrote (49995)	1/23/2002 10:10:18 AM
From: Dexter Lives On	Read Replies (1) of 54805

New debt capacity relates directly to capital scarcity. You are claiming the telcos will have the ability to make huge investments in 2003 - that is very much in doubt until a profitable model can be developed. I've seen estimates of anywhere from 2 years to 20 years before they find a way to make money in 3g WANs. That's a lot of uncertainty in the midst of a bear market - and likely a large contributor to the current shaky foundation for equity investments. Forget about sunk costs - how will they make money and stay afloat going forward. If you believe the argument that the industry's new debt capacity is unlimited, well I'm afraid a world of pain awaits you. IMHO. Cheers. Rob PS I just noticed that a Big Grub is coming up - I will resist all temptation though I'm sure others won't be so gracious! <gggg>

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