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To: Earlie who wrote (205041)11/15/2002 3:32:14 PM
From: Tommaso  Respond to of 436258
 
Earlie, did you read this when it first appeared? It's the way I was thinking then, but I wish I had had it to forward to some of my friends, since it is so carefully documented. Pretty long, but really lays things out and nails them down--too late for many people now, but perfect timing then:

aqrcapital.com



To: Earlie who wrote (205041)11/15/2002 10:31:24 PM
From: Les H  Read Replies (1) | Respond to of 436258
 
Without an industry shakeout, telecom will stay depressed

boston.com

shakeout...exactly what the politicians are hoping to avoid.