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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: DebtBomb who wrote (10067)	8/9/2001 8:54:08 AM
From: keithcray	Respond to of 208838

08:47 ET Merrill on Telecom Capex : Firm cutting its estimates on Telecom capex spending for FY01 to $104 bln from $110 bln and for FY02 to $91 bln from $100 bln. Looking for Yr/Yr declines of 10.6% for 2001 and 12.9% in 2002. Cites scaling back in large service providers cap spending; next generation providers completed build out or are bankrupt; weakening economy and tighter cap markets are being felt most be next generation, CLEC, and infrastructure players.