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Technology Stocks : SDL, Inc. [Nasdaq: SDLI] -- Ignore unavailable to you. Want to Upgrade?


To: SJS who wrote (1264)5/2/2000 11:14:00 PM
From: jeff greene  Read Replies (1) | Respond to of 3951
 
SJS --

While many think it would be time to party because the rate increases are concluding, I guess that's not what I will be doing.

Agreed, I believe they call it "multiple compression".

However, it seems for component sales/earnings growth to slow, inflation and rate increases must alter network deployments. And, can any of the carriers, ISPs,ASPs... afford to slow spending regardless of economic conditions, risking marketshare loss to competitors in the inevitable broadband build out?

Thanks,

Jeff