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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Doug who wrote (76496)	5/4/2001 10:16:29 AM
From: Zeev Hed	Read Replies (2) \| Respond to of 99985

Doug, I think that your assessment corresponds quite well with my own long term view of a multi year "trading range" market. A big range, yet no resumption soon of the secular bull. I wonder when Bobby is going to join me back on the "dark side" of the force (g). Come on Bobby, you still have that "bear suit", don't you? Zeev

To: Doug who wrote (76496)	5/4/2001 1:00:29 PM
From: Dennis O'Bell	Read Replies (1) \| Respond to of 99985

Doug, I assume this is the GEO launch you refer to spacedaily.com and spacedaily.com Are there any other good online links on this? I haven't seen a discussion of their costs anywhere. I do know that the French Ariane rockets have had an amazingly good record of reliability, and that's something that India will have to address to really "join the club". The new stream of lower cost photonic elements you mention will be good for penetrating the last mile, that alone will help shake out the weaker companies and eventually strengthen the ones with solid long range plans. The excess of dark fiber is probably a blessing in disguise.