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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (19988)	3/27/2004 1:28:10 PM
From: 16yearcycle	Read Replies (1) of 57684

"but a billion is really small compared to the cost of building out universal US broadband." You can say that again.The total cost may be well over 50 billion in FO equipment alone, not too mention ditch digging, etc. As you know, I have been too early on this, taking full, exclusive positions in this area by last May. It's a mystery to me that hardly the first penny of this has been factored in since the lows. Hopefully patience is a virtue and not a handicap in this case. Theoretically, the component guys would move first, followed by systems. I wonder if it will work like that, given how beaten down they all are. And this assumes it happens at all

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