hal--
the problem isnt with the company, its with wall st. everyone is so nervous about investing in an xDSL company, that they arent willing to take a chance. heres the thing though, GTE is already in deployment, and BA has probably started as well. the announcement of service from BA is going to be for consumers...meaning that the equipment will have already been in place.
have any doubts the market is the problem and not the company? think about this...PAIR just LOST its largest customer (*yeah, USW will likely still use the HDSL gear from PAIR, but the money was in the contract that netspeed and paradyne got), yet it is up, again today. meanwhile, WSTL still has its big customers and is selling equipment now. cost cutting measures will have a positive effect on q4 earnings. yet it still goes down.
what amazes me is that last year we were up to 27, now we are treading water around 12. nothing has changed.
at least pair is holding up well. it has given me a chance to unload it.
good luck to all,
trey |
