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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Softechie who wrote (32910)	2/25/2002 7:05:03 AM
From: LTK007	Respond to of 99280

Barron's cover story a big pump on CAT---

To: Softechie who wrote (32910)	2/25/2002 7:11:49 AM
From: LTK007	Respond to of 99280

techie,see where barron' article 2/25 slams telcoms/wireless/broadband online.wsj.com <<Stunted Growth A team of tech-telecom specialists sees more static ahead for investors An Interview With Scott Cleland and William Whyman ~ As principals of the Precursor Group, an independent research boutique in Washington, Cleland and Whyman supply institutions with investment intelligence on telecommunications and technology, based on a thorough reconnaissance of the field and supplemented by their strong industry and government connections. The two have distinguished themselves through an ability to alert clients early to trends of consequence. Not only are they plugged in, they are impartial. That's the critical difference separating them from the rest of the pack. And it's a quality that allows them to focus on producing penetrating analysis for the hedge funds and top money managers who pay up for the privilege. For their current outlook on the state of telecommunications, read on. -- Sandra Ward>>that's the intro to the article and i one snitch one quote:) <<Whyman: It is not just a question of debt. It is deeper. The economics of bandwidth will, as Scott said, start to look like a commodity product. You have excess capacity, high fixed costs and falling prices. The analogy to the steel industry is a good one. You look at the economics of it, you look at charts and you say to yourself, "I've seen this chart before and I don't like it.">