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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?


To: Techplayer who wrote (57028)10/19/2000 9:12:52 AM
From: Logain Ablar  Read Replies (2) | Respond to of 63513
 
tp:

On DSL the CLEC's are running out of money with the capital markets drying up so they are scaling back. The cash cow's like SBC will do great (good think Quest made their acquisition).

WSTL disappointed big time (management creditability issue here) and EFNT had good #'s but the DSO's are over 90, never a good sign.

Just a quick take

Tim