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To: ms.smartest.person who wrote (2322)	1/2/2003 12:03:21 PM
From: Crossy	Respond to of 5140

Merryfield, ok, we seem to have opposing views on the first 2 aspects. My current style are "asset plays", so I look to post-BK companies. On Telecoms, I would right now rather invest in CARRIERS (but not IXCs or ILECs but CLECs and Cable TV companies) than telecom equipment suppliers: I don't see capex going up. To the contrary I see it being depressed. Look at NT, LU and their sales levels as a percentage of 2000 levels. It's an ABYSS and I see not quick fix to this.. best rgrds CROSSY