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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (5364)2/16/2001 11:53:42 AM
From: Randy Ellingson  Read Replies (4) | Respond to of 57684
 
Did you see that commentary from the Fool on IP infrastructure growth? It said that while the demand for data bandwidth by consumers and businesses alike is there, the financing isn't. So it seems we're in a phase where the adoption will increase, running into capacity barriers, until enough cash flows through to the service providers so they can resume their buildout at the higher rate.



To: Bill Harmond who wrote (5364)2/16/2001 2:12:12 PM
From: Glenn D. Rudolph  Respond to of 57684
 
Sold Nortel @ 19.99. Keeping everything else.

Thank you for the heads up. I am holding everything I had. Making no trades at all. My last trade was the buy at the conference and some energy stocks since then.


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