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

To: Rich1 who wrote (6621)	3/29/2001 4:07:10 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 15481

I think that you hit on the most important point, the strong will get stronger, the weak will not be around. One of the things that I was talking to JP about is that things have been moving so fast on the infrastructure side that the SPs have not had the opportunity to recoup their investment costs before they have to forklift upgrade their equipment just to stay competitive. Now I think that the competitive element will subside a bit and the SPs will have the opportunity to focus on generating profits without having to churn their infrastructure. A more orderly build out of the infrastructure is on the horizon. Meanwhile, look to China to lead....