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

To: t2 who wrote (40336)3/13/2002 8:47:46 AM
From: Softechie  Read Replies (1) | Respond to of 99280
 
Better be careful on wireless sector. It's like CLEC in 2001. High debts in tight credit market. Check for fully funded status and not the ones looking for to get there. There will be plenty of BK's out of this sector in 2002 and 2003.



To: t2 who wrote (40336)3/13/2002 12:37:39 PM
From: LTK007  Respond to of 99280
 
Data being presented contradicts your view NV. Data is saying LESS spending.The only thing saying more spending are the advertisements put out by Intel to pump their P4-W.
Did you bother to read JPM Global Research report?
I feel you are painting your view on your concept not on the data.
If you feel wireless should have a big demand in no way says it will,imo.Max


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