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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?


To: cnyndwllr who wrote (2767)4/3/2001 3:25:16 PM
From: Cogito Ergo Sum  Respond to of 23153
 
Here's the site:
thestreet.com
regards
Kastel



To: cnyndwllr who wrote (2767)4/3/2001 3:27:31 PM
From: ItsAllCyclical  Read Replies (3) | Respond to of 23153
 
>> In many areas of this country there is slow hookup and wireless can achieve tremendous gains in speed. Why won't this occur? Ed <<

No I don't have a link anymore. It was posted about a week ago. I'll see if I can find it tonight.

I never said a buildout won't continue to happen, but the rate of any buildout will be much slower. It certainly won't happen at rates to justify current or past valuations.

These telecom co's are up to their eyeballs in debt. In a recession they'll get more and more defensive and their debt/equity ratio keeps trending higher. I'm not doing this topic justice so it's best just to read the article.