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To: Logain Ablar who wrote (2688)3/19/2002 1:44:29 PM
From: John Pitera  Respond to of 2850
 
Hi Tim, the telco PnF chart looks lousy.

I think that china has built out their internet back bone for the time being, the economy could continue to slow there this coming year.

I'd give JNPR and CSCO time to let the excesses go away.

very true points On telcos in general things have not changed. Capex still being cut as companies like Q continue to have debt / cash flow problems and some still have accounting issues

John