Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: Techplayer who wrote (34968)	9/24/2000 10:57:58 AM
From: Softechie	Read Replies (3) \| Respond to of 56532

Check LU chart and it's showing steep decline from $64. What are you saying here? Is the slowdown showing? LU is down from $64. To: Les Horowitz who wrote (59314) From: Techplayer Saturday, Sep 23, 2000 4:01 PM ET Reply # of 59337 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

To: Techplayer who wrote (34968)	9/24/2000 2:50:06 PM
From: LTK007	Read Replies (1) \| Respond to of 56532

>>anyone who may have identified a slowing trend in telco spending >> to do that one need find a telco analyst with known intregrity to get their opinion--whether they are or are not slowing spending, is critical too many matters. the whole wild run in the optic area etc. has been based on telcos having to buy and buy ----what if they can't afford to? what if they think they are getting maxed out--the growth figures on fiber etc are based on the faith that telcos have an endless supply of money to buy and buy--in fact the whole "new economy" is based on nothing slows down. Internet growth in general,will be endless up up and away,and yet much of the initial wild growth has been to those who can afford it,and i keep asking,when does that well get shallow--my whole business education amounts to economics 101:)(i got an A plus,however)---and damned i don't hear anyone talking about the law of deminishing returns--these matters have been erased,null and void,it's the new economy,doncha' know? keep the faith,baby,party will never stop,ralph acampora has just written a book proving this(do you believe max,do you believe max? sure(sarcasm at the max) max