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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Les H who wrote (62267)	11/12/2000 11:49:15 AM
From: Techplayer	Read Replies (2) \| Respond to of 99985

Les, NT, CSCO and LU are going out on a limb, but only for the most stable of the CLECs. Some are not far from seeing the large revenue increases associated with the ability to provide services over a complete network. The business has been cyclical forever, with this cycle not yet complete. Another shoe drops on WCOM, FON, VZ, GBLX, SBC etc. and I would actually be a buyer for long term holdings. Additionally, if the communications semi's take another beating to the tune of 30%-40% or so, I might dip a toe in there as well. tp