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

To: Warpfactor who wrote (12595)	2/21/2002 8:48:06 PM
From: Raymond Duray	Respond to of 23153

Warp, Re: How much further can the telecom equipment group drop?? I probably don't want to know. If you are long, you probably don't want to know, but should be told. -RD

To: Warpfactor who wrote (12595)	2/22/2002 10:10:56 AM
From: Sharp_End_Of_Drill	Read Replies (1) \| Respond to of 23153

Warp, <<<How much further can the telecom equipment group drop?? >>> I'd say all the way. I've contended for the last few years that the majority of the telecom companies (both service providers & equipment makers) need to go out of business for the sector to improve. The bubble was too big and overcapacity is too high. What will the world think if AT&T goes belly up? There will be money to be made sifting through the ashes. I'd say CSCO will make some nice aquisitions, like perhaps JNPR in the low single digits. Sharp