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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: Techplayer who wrote (36024)9/24/2000 10:59:12 AM
From: Softechie  Read Replies (1) | Respond to of 57584
 
*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