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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (15223)	12/4/2002 12:04:52 AM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 57110

that's pretty much my view.

To: Lizzie Tudor who wrote (15223)	12/4/2002 7:31:56 AM
From: Techplayer	Read Replies (2) \| Respond to of 57110

Lizzie, I also agree with that. the other difference, at least with telecom, is that in 1994 a start-up was able to sell equipment to carriers with reasonable scrutiny. In 2004, a carrier will not deploy start-up equipment if there is no "big Brother" involved. That will reduce the number of success stories and can ultimately have a negative effect on valuation. It would seem unlikely that another equipment developer will have an opportunity to go public over the next 30 months, at least. TP