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To: Bill Harmond who wrote (1747)9/28/2000 3:39:06 PM
From: Libbyt  Respond to of 57684
 
only way for the carriers to get their costs down is spend.

I added more SCON and CDTS today. IMO wireless companies will be placing orders with these companies to reduce their costs. I know you like SCON better...but I still think both companies will do well. If/when the top institutional investor in SCON sells their position in CDTS...then I probably will "rethink" my position in CDTS.



To: Bill Harmond who wrote (1747)9/29/2000 11:12:10 AM
From: Glenn D. Rudolph  Read Replies (2) | Respond to of 57684
 
The only way for the carriers to get their costs down is spend.

William,

I am not disagreeing but could you elaborate a bit?