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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: HH who wrote (83670)9/21/2000 12:22:02 AM
From: Spekulatius  Respond to of 132070
 
Articleon telecom equipment spending:
The following article states that the growth in telecom equipment spending may slow:
thestreet.com

This would be good new for the telecom service companies,since reduced capex will mean that they may generate a (higher) free cash flow.
Even with a slower growth, this will be positive for their fundamentals but could kill the high priced telecom equipment companies.



To: HH who wrote (83670)9/23/2000 9:24:40 PM
From: Spekulatius  Respond to of 132070
 
Article on Telecom:
businessweek.com

Claims that the baby bells may emerge as winners.