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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (9379)	11/29/2000 5:07:19 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 12823

Hi Mike, As I've stated previously, I generally don't put much stock in projections beyond 18 months. After all, who would have predicted the tremendous revenues that certain attorneys are currently enjoying as of Nov. 6? As regards U.S. long distance Capex growth rates, what you are looking at (if these figures are to be believed) is not exactly a barnburner: Year: Annual % Growth: 2001 ~2% 2002 ~4% 2003 ~5% 2004 ~5% These figures are quite limp, if you ask me. How can you expect "growth" managers and momentum players to do anything other than turn their noses up with this near overall-GDP rate of growth. I don't see anyone getting excited and bidding up stocks on this basis. More likely the opposite, as Mr. Market reassigns a market multiple to these cyclical issues. Best, Ray :)

To: MikeM54321 who wrote (9379)	11/29/2000 7:10:49 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 12823

Hi Mike, I just wanted to add a little color to my dismal science perspective on the prospects for telecoms. This is meant to hopefully get the discussion away from an industry specific myopia and open the discussion to a broader level of disagreement and nonconcurrence. Enjoy: afr.com.au Title: "Markets point to a new Asian crisis" ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Have I mentioned my views on "Patriarchial Societal Structures and Strictures As An Impediment To The Proliferation Of The Internet"? More to come, should you have the least bit of interest in this bit of sociological musing. :) And then there's the issue of URL censorship in Beijing, Tehran and Damascus. Another dismal non-science topic entirely. Regards, Ray :)