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To: larry who wrote (55962)	10/16/2001 12:58:10 PM
From: kvkkc1	Respond to of 77400

Larry, Take a look at the profiles for each company in the attached link. The phone companies debt appears to be much more manageable than that of GE or IBM, which are claimed to be invincible(bs). Your focus on debt seems unreasonable.knc finance.yahoo.com

To: larry who wrote (55962)	10/16/2001 4:56:53 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

The best time to invest in a sector is not when they are flying high, but when they are beaten down, like now. In addition, what Eric was talking about was the last mile bottleneck. The sooner that bottleneck goes away the quicker demand for bandwidth will be satiated. If we could light fiber to all homes tomorrow, you'd see all that unlit long haul fiber get lit within 1-2 years. The demand is there, it's just that people don't have access to the bandwidth. The applications will follow, for instance, IP TV is chomping at the bit. The revenues will follow once this last mile bottleneck is cleared away. However, it's going to be awhile, because we're still in the metro build out. That has to happen first. It's very typical of the tech cycle. It usually starts with businesses and then gets pushed out to consumers. High speed routers start out in the core and get pushed out to the edge. The analogies are endless.

To: larry who wrote (55962)	10/16/2001 6:18:06 PM
From: Eric	Read Replies (1) \| Respond to of 77400

Larry Well there is a lot of fiber in the ground and it looks like a large percentage is dark. But the reason is they put in extra fibers because the incremental costs are very small. The fiber is cheap but the cost to get in the ground is probably the carriers biggest cost. Hardware (optical and electronic) wise I don't think that much has been spent compared to getting the fiber in the ground. Anyway the debt issue is a big one for some of these telecomm providers. Alas a lot of these companies did this to compete with other carriers without "turning their brains on" first! A lot of these companies will be gone in a few years Larry and Darwinism will prevail. Of course that will be chaos for a lot of us. Hardware will continue to be sold. Those that have the resources to buy it will bury their less capitalized competitors in the long run. I would still invest in some of these but only after the smoke clears a little bit more. I'm curious about your pharma work. My dad has almost done as well investing in Bio as I have in Cisco the last 9 years. I'll drop you a PM. Eric