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Strategies & Market Trends : Drillbits & Bottlerockets -- Ignore unavailable to you. Want to Upgrade?

To: Diana who wrote (6579)3/29/2001 10:00:31 AM
From: Rich1  Respond to of 15481
 
The comments about the build out of the infrastructure are very similar to the ones I heard on Monday.The comments about financing the wireless and wired lines also came up..
Remember I said the technology being financed will be obsolete?
great article thanks I sent it to my lunch friend..<g>



To: Diana who wrote (6579)3/29/2001 11:16:05 AM
From: Rich1  Read Replies (1) | Respond to of 15481
 
Diana...I emailed the story to my luncheon friend who just called me..
He said Ravi Suria said it much better but that the storyu is the same..<g>



To: Diana who wrote (6579)3/29/2001 5:38:21 PM
From: Doppler  Read Replies (2) | Respond to of 15481
 
Thanks for the article Diana. It is a must read for anyone that thinks that telecom is preparing for an immediate and sustained bull run again. Unfortunately many of the same principals and issues with debt apply to other sectors as well.


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