Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Steeliejim who wrote (12563)	2/20/2002 8:05:57 PM
From: Steeliejim	Respond to of 23153

The ref'd Bus. Week article doesn't answer what will happen with NXTL specifically, but it's a good read on the overall prospects and problems w/ the wireless industry--both carriers, and hardware sellers. Bottom line is that "there's a whole lot of shakin (out) (gonna be) goin' on." (a tip of the hat to another clean living contemporary of "sivel"--the great, minor cousin-marrying Jerry Lee Lewis. biz.yahoo.com Jim

To: Steeliejim who wrote (12563)	2/21/2002 10:13:01 AM
From: The Ox	Respond to of 23153

I have friends who work in the communications industry and they are saying "stay away" at this point. Wireless, in particular, will be very weak this year and the build out of infrastructure will slow to a crawl. Handsets may be a different story but that segment is pretty much jammed full of competition and one look at the chip suppliers to this industry should give one concerns for the short term. CIEN's report today gives a very good picture of the situation for a number of different segments, almost all negatively biased. This sector needs time and consolidation to work out the problems. Couple these issues with the fact that the RBOCs and leading ILECs aren't spending much this year and you get a sorry looking sector for 2002. Also, I would look at Voice Stream, one of NXTL's competitors to use as a gauge for their industry.