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Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?

To: OWN STOCK who wrote (1411)	5/5/2001 9:18:02 AM
From: gbh	Read Replies (1) \| Respond to of 3294

The recent news that certain providers are now going to raise high speed access rates is very healthy for the carrier industry. Some carriers are saying they will hold the line, but I doubt this. Its in the carriers/providers best interest to slow the adoption rate of high speed services to consumers. This way they can "build some, sell some, then build some more". And actually make money in the process without risking the business with inordinate debt that follows a "build it and they will come" mentality. Doesn't it follow that the equipment providers (and component suppliers to that equipment) will have to adjust their growth outlooks to more rational levels based on viable business plans of the providers? IMHO, we are poised on the edge of a super-tornado, the likes of which the world has never seen.....My theory is bandwidth needs are about to explode off the scale. IMO, it was thinking like this that caused the bubble in the first place. It seems to me you're just advocating another spending bubble. You may be waiting a long time.