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To: Ram Seetharaman who wrote (486)11/2/2000 11:30:12 AM
From: Wafa SHIHABI  Respond to of 524
 
I agree, we are way past the hype stage. But, fair is fair. All three companies have cut down on the bull, and seem to be putting their building blocks quietly, one at a time.
To sell or not to sell, is an issue that will ultimately depend more on CDMA deployment than on these companies' individual efforts. The battle lines there are drawn among larger giants than these companies can do a darn thing about.
This is not to say that these companies need not do their own part. But the truth be said, they seem to be all doing it on the quiet, steady as she goes. It is a far cry from where we were last November but I can't help get the same feeling that we are at attractive valuations one more time. Most definitely, the story is totally different from last February.