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


To: marginnayan who wrote (92444)7/8/2002 11:38:37 AM
From: thecalculator  Read Replies (1) | Respond to of 99280
 
It could indicate a bottom in telco and networking sector.

A sector with many facets.

BTW, I think the CORV Dorsal merger adds quite an interesting dynamic on the company. Verry verry few companies in the world can offer complete endpoint-endpoint networks, and submarine ones at that.



To: marginnayan who wrote (92444)7/8/2002 11:44:10 AM
From: Win-Lose-Draw  Read Replies (3) | Respond to of 99280
 
investment by Buffet to the tune of 100 million in dying telcos

if i heard the story correctly, he didn't invest by buying stock but by offering debt. is that correct?