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To: schrodingers_cat who wrote (122399)4/2/2001 2:20:54 AM
From: GST  Read Replies (2) | Respond to of 164684
 
"Growing demand for bandwidth does not necessarily mean growing revenues for telecom equipment companies." You said it brother. Look at the crash in margins for the intermediate customers for bandwidth -- the telco's -- and you can see the writing on the wall. Last October the new economy crowd said that demand for equipment could not, I repeat could not, fall no matter how badly the financials of the telcos slipped. Talk about dumb logic.


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