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

To: Earlie who wrote (83717)9/23/2000 11:47:08 AM
From: HH  Read Replies (1) | Respond to of 132070
 
Earlie, Re: telecom and excess bandwidth, there is
a recent SmithBarney research report which refutes
that in a rather lengthy report. I will be interested
if you can make any sense out of it. (You might want
to copy it off and put it in a Word format to make
it a little easier)

Message 14430428

Its funny but it is hard to understand their arguments
thru all the bullish hoopla. Please see if you can make any sense of the technical points.

thanks

HH



To: Earlie who wrote (83717)9/23/2000 12:04:14 PM
From: XBrit  Read Replies (1) | Respond to of 132070
 
Effectively, the equipment suppliers are assuming massive risk to maintain their sales. Some of the big suppliers are becoming excellent short targets, particularly the ones that are selling into third world countries.

Could you mention some examples? Thanks.



To: Earlie who wrote (83717)9/25/2000 2:50:18 PM
From: Jeff Leader  Respond to of 132070
 
Earlie - thanks for the response. See my prior response to MB.


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