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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Les H who wrote (59314)9/23/2000 11:15:30 AM
From: Haim R. Branisteanu  Read Replies (1) | Respond to of 99985
 
Les, he forgot to add SUNW who are also suppliers to telcos in their new push.

Haim



To: Les H who wrote (59314)9/23/2000 4:01:28 PM
From: Techplayer  Respond to of 99985
 
Les, He seems to have his return on investment numbers correct, but from what I hear and see the telcos spending, he exited far too soon, especially for the last mile and metro access buildouts. Personally, I have a difficult time following anyone that has held on to LU. If anything, LU equipment will be the first knocked off of the shopping list in a slowdown. tp


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