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To: greenspirit who wrote (134801)4/2/2001 6:37:04 PM
From: DMaA  Respond to of 769667
 
Telcom is at an awkward stage. A glut of bandwidth to supply the products available now, BUT at the same time a severe shortageof bandwidth preventing what is possible just over the horizon.

This has created an absolute glut of available supply.

Cource if you listen to the bureaucrats, we have a bandwith crisis<gggg>.

Message 15598763



To: greenspirit who wrote (134801)4/2/2001 7:07:08 PM
From: Kevin Rose  Read Replies (1) | Respond to of 769667
 
Unfortunately, my major holdings are NT, JDSU, and CSCO. Right in the 'unsweet' spot. I guess I will have to ride it out, with everyone else.

Thanks for the analysis; seems to match what other smart people have been saying. Good luck to us all...