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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: Tom Hua who wrote (12129)	3/16/2001 8:53:02 PM
From: Softechie	Read Replies (2) \| Respond to of 37746

Tom, Tell me how many customers does Corvis have? Customers that do not fund Corvis and not selling Corvis stocks to get money back. How much debts do telecom players carry? Check the major players NXTL XOXO MCLD Q WCOM SBC to name a few. CLEC's and RBOC's. Do you think they would drop all that build-out effort and capital from the last 5 years? It all comes down to cap-ex for build-out which many of them have reduced drastically. I see you mentioned Broadwing. What about Williams Comm and Qwest Comm? When will they have a ring out to prove the equipments? What about competition from Cienna, Nortel, Cisco, and Lucent. They all have optical switches. This sector will get more correction soon enough. Check out that billion dollars valuation in a slow growth economy. Can this nosebleed valuation last? At least I opened my mouth to tell everyone to get the hell out of net equips since last Sept while others touting it like yourself. In the end, I hope they didn't listen to you and your big mouth and losing plenty of hard-earned money. Good luck.