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To: Shack who wrote (47040)	12/13/2000 10:59:32 AM
From: pater tenebrarum	Read Replies (1) \| Respond to of 436258

that's an understatement...

To: Shack who wrote (47040)	12/13/2000 10:10:22 PM
From: Spekulatius	Respond to of 436258

<< Things are getting a little antsy in telecom land.>> Well,I think for some of the better capitalized telecom service providers, the worst may already be over. the capex spending is coming down next year and the cash flow situation will improve. T and WCOM are my favorites. WCOM's debt/equity is one of the lowest in the industry and T should be able to reduce debt with asset sales. They also got 10B$ for 20% of AWE. For the highly indebted "new age carriers", the picture looks much bleaker.The bond market is basically shut down and they also do not have the cash flow from the shrinking but hugely profitable LD business. In many cases, the bond owners will end up owning the whole company...