Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Rob S. who wrote (11375)	6/11/2001 6:56:47 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 12823

whether the telecomm and ISP industry will have the financial strength and stomach to spend money on any of them and at what level. recently many so call guru analysts have been forecasting decline in spending in 2002 . the same analysts have been forecasting only 10-15% growth this year after rising 30% last year, just two quarter ago. non of them have seen such dramatic slowdown in economy in 2001. the most popular model is that spending is a function of cash flow. however, nobody what to point out that cash flow is a function of customer demand (economy). if economy will regain momentum in by mid 2002, demand will increase so do investment in new , profitable networks. right now carriers have upper hands and forcing vendors to give big discounts. this will end, once demand from different customers will go up. in week economy every product is offer with discount. it stops when economy is strong. zo