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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: dwayanu who wrote (15758)5/13/2001 5:40:22 PM
From: SBHX  Read Replies (1) | Respond to of 30051
 
What about the layers of cable like TSIX? Their stock is trading as if everyone expects them to default on their bonds.

There was also a report recently that the number of DSL equipment and chips bought is about double the number deployed in the field. That sounds like an inventory problem to me.

SbH


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