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

To: John Carragher who wrote (1457)	5/11/2001 10:22:38 AM
From: OWN STOCK	Read Replies (1) \| Respond to of 3294

Dale, Sultan, John: Long before the telecoms go bellyup from debt we will see many more dotcom debt bombs...yes, they grabbed up debt too, and massively....dotcoms are not just a VC/sucker investor problem... The babybells will up their rates, cut staff and grind CLECs to dust with delays...there is a lot you can do when you have a real revenue stream and still own the local copper lines...or cell towers. Yes, many of the "newer" telecom models are in big trouble, and cannot look to the new admin, SEC nor FCC for meaningful relief...business is a tough game, and playing hard is the way you win (just ask MSFT). JMHO -Own