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To: Oeconomicus who wrote (145896)	8/20/2002 10:09:10 PM
From: Victor Lazlo	Read Replies (2) \| Respond to of 164684

<<Vic, I'm not predicting that CAPEX is going to resume its growth in any significant way at any particular time - just that existing capacity will be absorbed at some point and between the need for new capacity and the need to replace old equipment at some point, you will see a rebound in spending on communications equipment. >> That is not William's argument. That is you providing your opinion in response to my response to William's argument. If you must stick your nose into this discussion, please at least stay on topic. <<Now, the million dollar questions are how fast is that absorption really running (we see figures, but they're guesses and they keep changing) and when will carriers have to resume spending? Not soon enough for some, I expect. >> Right, at least not for another 18 mos. What is your point? <<capex spending for 2003 is going to drop again. We know that much. You mean, you guess that much. >> Nope. That forecast has been released by analysts and some tech co's.