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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Dexter Lives On who wrote (11049)	4/19/2001 9:53:24 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"because they (HP/MSFT/Dell's customers vs. Cisco's SP customers) don't have to issue mountains of debt to keep their industry alive..." Rob- Good point. SPs have mountains of debt. But I was thinking more in line that if rates are lower, then enterprises would tend to be willing to borrow for equipment purchases that would increase efficiency. IMO since Greenspan has heavily pushed the efficiency issue for years (keeping inflation in check), he has to be concerned if technology spending slows. In other words, Fiorini/Gates/Dell could have played right into Greenspan's own words. -MikeM(From Florida)