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To: TechMkt who wrote (12699)7/19/2001 2:15:35 PM
From: A.L. Reagan  Read Replies (1) | Respond to of 15615
 
Re: overweighting.

At this point in the cycle it sure seems to make more sense to be invested in the carriers than their suppliers. Carriers will need to generate some serious cash flow well b/4 whenever the next cyclical capex binge occurs.