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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: yard_man who wrote (61570)	12/17/2002 5:52:03 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 94695

You made a mint if you sold -- they aren't going much higher, IMO. Enjoy -- there is absolutely no reason to expect that capital spending is going to be picking up any time soon. Running with the money can make you money -- nothing wrong with that, but thinking that cap ex is going to pick up any time soon is downright foolish, IMO. Capex already IS picking up tippet. The problem is, is it picking up enough to make a difference. Touch America Selects Tellabs Digital Cross-Connect Equipment for its Network Expansion and Enhancements biz.yahoo.com AT&T Expands Ethernet Services Portfolio With Latest Optical Networking Technology biz.yahoo.com AT&T Wins Multi-Year Services Contract With Aeropostale - AT&T Supplies Leading Retailer with Web Hosting, Virtual Private Network and Voice Services - biz.yahoo.com Qwest Communications and TKC Communications Awarded High-Speed Network Contract From NASA biz.yahoo.com At Last, S&P Sees Telecom Defaults Slowing thestreet.com

To: yard_man who wrote (61570)	12/17/2002 6:36:40 PM
From: Jack of All Trades	Read Replies (2) \| Respond to of 94695

hey tip, my company is seeing a tick up in cap ex sales. We just closed 3 orders last week and look to have two more before the EOY and 2 biggies (3/4 of last years sales) in Jan. Also, quoting activity is up. I'm not saying things are better, but in August we sold 5 units, but only one Sept-Nov. Falling $ is not going to help me as my equipment comes from Japan unless the Yen weakens along with the $... Hope you protected some of your yellow dog stocks, the daily sticks are pretty ugly...