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Non-Tech : Tyco International Limited (TYC) -- Ignore unavailable to you. Want to Upgrade?

To: jeff greene who wrote (1918)	3/27/2000 8:51:00 AM
From: luther yow	Respond to of 3770

Wow! That's a deep article, looks like vision is going to be the thing. If we're right the sky is the limit if not then where do we stand? allyou deep thinkers please expand on this article for us lightweight thinkers. Thanks, Luther

To: jeff greene who wrote (1918)	3/27/2000 11:52:00 AM
From: Terrapin	Read Replies (2) \| Respond to of 3770

Great article Jeff, Thanks! That is a lot to digest. Of note is the line regarding the cyclicality of the submarine cable business. I was not sure whether the author was referring to the manufacturing side or the operating side (am I correct in that there is a distinction?). It was my impression that Tyco was building its own network in order to smooth out the cycles on the manufacturing side and provide a more predictable revenue stream by operating the network. If the author is saying that the operating side is cyclical also then that shoots that theory down. Thanks again, Terrapin