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Strategies & Market Trends : The New Economy and its Winners
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To: Lizzie Tudor who wrote (19946)3/23/2004 9:03:22 PM
From: Lizzie Tudor  Read Replies (2) of 57684
 
more light reading (the messages after this article have some doubters I see)

Capex Is Back

Carrier capital expenditures will return to historic averages in 2004, analysts say, a sign that increased spending on new technology may not be far away (see Service Provider Capex Stabilizes ). The forecasts vary slightly depending on the source, but the overall message is that the dark days of double-digit percent drops in spending are gone, for at least a couple of years.

For 2004, Lehman Brothers analyst Steve Levy predicts a 6 percent increase in carrier capex (see Lehman Says Capex Trend Has Turned ). He says the uptick in 2004 may come because equipment vendors have cut their cost structures so substantially that even moderate growth in revenue will result in improved profit margins.
lightreading.com
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