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

To: Justa Werkenstiff who wrote (54894)4/23/2002 12:00:40 PM
From: Softechie  Respond to of 99280
 
Ficking Qwest to file C11 and then I'll call it the bottom...



To: Justa Werkenstiff who wrote (54894)4/23/2002 12:02:13 PM
From: DebtBomb  Respond to of 99280
 
Hmmm, thanks, I'll wait around to see who survives.



To: Justa Werkenstiff who wrote (54894)4/23/2002 12:03:44 PM
From: Rock_nj  Respond to of 99280
 
Telecom will go through a shakeout over the next year or two. Some will go BK, others will merge or be taken over. Then, with improving demand for their services and more tempered expansion plans, the remaining players will thrive, perhaps not grow tremendously, but they'll do OK.



To: Justa Werkenstiff who wrote (54894)4/23/2002 12:15:09 PM
From: DebtBomb  Read Replies (2) | Respond to of 99280
 
Did you hear the GLW news yesterday, maybe a profit of .01 by the 3rd qtr., 2003. The media was saying, despite some improvement in revenue coming, no profits due to pricing pressures.
This is why there's a bunch of press and talk about a profitless recovery, IMO.
Some optical players probably going BK, IMO.


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