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.

Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (5941)	4/11/2002 2:12:04 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 33421

Hi John, A little view from the trenches. Amazingly, Japan telecom companies are still spending money on infrastructure. So are Japanese enterprises. Korea - One of the more advanced telecom infrastructures out there....that means that they have a lot of debt and that they have already done their spending....for now. China - Telecom restructuring still getting digested. Spending is still slow, but I expect it to pick up in a couple of months. India - Still the land of starry dreams that have a tendency of hitting hard when they have to come back down to earth. SE Asia - tough going Aus/NZ - Still spending money, but a definite slowdown.