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


To: Fiscally Conservative who wrote (57807)4/27/2002 10:23:13 PM
From: lh56  Respond to of 99280
 
ERICY is betting on its consolidating moves to corner the 3G infrastructure market, not hand held product.

it's not clear how 3G infra capex is going to develop, only that it will happen at some rate over time. hopefully soon enough that ERICY's debt load won't become fatal.

larry



To: Fiscally Conservative who wrote (57807)4/27/2002 11:46:11 PM
From: augieboo  Respond to of 99280
 
ERICY -- If you like owning WCOM, you'll love this one, IMHO. eom