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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: ratan lal who wrote (41243)3/31/2001 12:02:50 PM
From: DiB  Read Replies (2) | Respond to of 54805
 
ratan,
the question here is during 1996-2000, if you take overall GLOBAL telecom spending, what percentage of it was done by "those who have small or no loans" and what was done by those companies who will file chapter 11 in the next 2 years. Can this trend be offset by increase of spending by those who survive? I think so because lower interest rates make it easier to raise capital.