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To: GST who wrote (123144)	4/6/2001 3:22:24 PM
From: H James Morris	Read Replies (2) \| Respond to of 164684

Gst, I'm looking for good global economic news. If you find some let me know. > there is a reason why only a handful of new economy bullshit artists are really interested in it. That's not bullshit its just noise. They're just hanging around using small talk awaiting the return of the bubble. They'll have a long wait. Trust me. Btw Billy is still telling his followers he's out performed Warren Buffett. Have I out performed Warren Buffett? Yeah in my wildest dreams!

To: GST who wrote (123144)	4/7/2001 1:15:32 AM
From: schrodingers_cat	Read Replies (3) \| Respond to of 164684

>I am working with people in telecom on a project -- and they do not see an early end to the capital spending mess. We are likely to see problems persist for 2 or 3 more years. That is why these stocks (equipment vendors) continue to get sold off like they had the plague. What worries me about optics is that the performance of the equipment doubles, and presumably the price of the equipment halves, every nine months or so. So if the demand for new capacity plateaus, maybe the equipment makers' revenues halve every nine months or so too. The optics guys could end up innovating their businesses into oblivion. And if the demand for new capacity goes away for a few years because of overbuilding, then the prospects for those optics businesses are grim. Edit : BTW SCMR's warning was worse than ARBA's!!! That ought to make some people think.

To: GST who wrote (123144)	4/7/2001 1:32:13 AM
From: schrodingers_cat	Read Replies (2) \| Respond to of 164684

>capital spending mess ...Which many billions of dollars in bonds have been sold to finance. Not to mention the billions poured into satellites eg Globalstar. Not to mention the billions spent on overpriced wireless spectrum and the billions more spent on wireless buildouts. And then there are the equipment makers eg LU, MOT Edit : And I forgot PCG! dailynews.yahoo.com What if all those bonds go bad? Who holds them? What are the economic consequnces of such a huge volume of bad debt? Also, the type of issue which hit MOT today might be an additional worry for tech investors going forward.