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To: Joseph G. who wrote (7313)	9/30/1998 8:17:00 PM
From: yard_man	Read Replies (1) of 86076

MB likes KEA for some reason. sickso has to be pretty soon, IMO. Heck -- first ALA, then NT, then LU ... LU says things are fine, talking about 18B backlog and so forth, but how much of those orders were placed before the depth of the world financial crisis was this widely known. Bound to be some cancellations. Street hasn't paid much attention to their assurances lately. <g> Some guys on that thread got whipped up about an agreement with Poland's telco. What are they going to pay for a huge expansion with -- same with many of their other international clients.

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