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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Dolfan who wrote (56860)	9/3/1999 8:57:00 AM
From: AUrush	Respond to of 90042

Yep - agree with what you said, bottom line is their is more demand (From the telco's) than supply (data networkers), consolidtaion is not a guess but a reality in this industry - no doubt CS and COMS KNOW that they cannot survive on their own - and the remaining Telco's will be left behind if they don't act fast - GEC and ERICY have STATED they are not done buying, and Siemens needs to do more ....just a matter of when not IF> Today wil eb interesting with the FED numbers benign..