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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: petekoby who wrote (11360)	11/25/2001 11:31:12 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 74559

petekoby, I've read your views, and I just want to tell you that things are worse than you think in telecom: Message 16699492 This BizWeek article is completely in keeping with my premise, IMVHO. I won't change one word of what I said previously about GX's prospects. Or of the eventual suitors. Your protestations notwithstanding. You are still way too optimistic. Though we may have some agreement that the right price for acquiring assets is 6/100 of their original offer price and that mid 2003 is the time to buy. Not all wunderkind like LVLT, GX, TSIX, etc. will completely stiff their bondholders. Just a supermajority. -R.