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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: D.J.Smyth who wrote (169680)	5/20/2002 2:08:00 PM
From: D.J.Smyth	of 176387

Here is a list of Capex cuts in Telecom from 2001 to expected 2002 (six largest in the U.S.): Verizon Wireless 2001: $5 billion 2002: $4.5 billion Cingular 2001: $3.4 billion 2002: $5 billion AT&T 2001: $5 billion 2002: $5.3 billion Sprint 2001: $3.5 billion 2002: $3.4 billion Nextel 2001: $2.5 billion 2002: $2 billion Voicestream 2001: $1.8 billion 2002: $2 billion Total net increase/decrease 2001: 21.20 billion 2002: $22.20 Overall increase of 5%* Bear Stearns, et.al., comments on Capex Spending, in Telecom, as being a culprit in dragging down the rest of the technology is unjustified given these numbers. They make a point of saying that Telecom represents the "largest" percentage spender on new technology; yet the expected Capex figures for 2002 do not bare out their pessimism even when considering the entire Telecom sector as a whole. *source SoundView Technology Group ]

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