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To: GST who wrote (109490)10/3/2000 8:54:58 PM
From: schrodingers_cat  Respond to of 164684
 
>what stocks would you connect with this scenario of bond financing drying up demand for telecom equipment? ...

Yes, NT and JDSU would be two, also LU, maybe JNPR, SCMR and even CSCO. In some cases it may be a case of slower growth rates compressing PE multiples.