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To: schrodingers_cat who wrote (109486)10/3/2000 8:40:54 PM
From: Robert Rose  Read Replies (1) | Respond to of 164684
 
Nice post, schrod. Rob



To: schrodingers_cat who wrote (109486)10/3/2000 8:46:23 PM
From: GST  Read Replies (1) | Respond to of 164684
 
Cat: Good post -- may I pick up on one point "telephone companies are hurting (overinvestment?) and may find it difficult to borrow the money they need to deploy new networks, hence some of the equipment stocks may fall to earth soon." I am not sure how to evaluate the downside to NT and JDSU from this -- what stocks would you connect with this scenario of bond financing drying up demand for telecom equipment?


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