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To: gerard mangiardi who wrote (1556)6/13/2002 11:10:25 AM
From: hal jordan  Respond to of 2772
 
Everything I have learned in telecom points to a recovery in late 03/early 04 at the earliest. I would be quite surprised to see anything by fall.



To: gerard mangiardi who wrote (1556)6/13/2002 5:41:40 PM
From: Raymond Duray  Read Replies (1) | Respond to of 2772
 
gerard,

Re: orders should start to materialize late this summer

What's the basis for such optimism? It strikes me that there's still a huge capacity glut and fear and loathing in the financing industry concerning this sector.


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