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Strategies & Market Trends : Technical analysis for shorts & longs

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Nov 28 4:00 PM EST

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To: Johnny Canuck who wrote (36621)	4/1/2002 10:10:23 PM
From: j g cordes	Read Replies (1) of 68460

Re: "... would assume telecom providers would buy newer equipment that would give them better competitive advantage, lower cost of ownership and lower cost of operation... " Exactly right.. and something not taken into account by many analysts. In the pc world. Memory glut and slow pc sales resulted in heavy discounting to well below cost to clear inventory. Plant closings and alliances, mergers, consolidation of fewer but stronger players who raised prices The key difference in this comparison being PC's have a large consumer base.. the key difference being telco's aren't currently believed to be in a position to scoop up and put into service below cost inventory... And if there is an argument for choosing what to spend scarce cash on, as you say, it would have to go to more efficient/competitive components.. but first it might go to components that tweak better performance out of older installed systems instead of package upgrades. So the question one would have to ask, is there much evidence of a strong tweaking business.. without which ramping up production won't occur.

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