SI
SI
discoversearch

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 : Ciena (CIEN) -- Ignore unavailable to you. Want to Upgrade?


To: cfoe who wrote (11719)12/16/2001 8:18:34 PM
From: FR1  Respond to of 12623
 
I hope you don't stay out too long.

I am surprised that nobody seems to be talking about the ATT deal. It has the potential to start things up for the whole telcom industry. Basically, everyone is sitting on the sidelines waiting to see who will own what once ATT decides who to get married to for ATT Broadband. It will either be MSFT/Comcast or AOL or they will IPO it. Once decided, everyone will start making capex budget plans. Right now nobody can do anything until they know what they will own and who they will be competing against.

ATT said they will decide by the end of this month.