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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: BGR who wrote (17604)	7/27/2003 10:25:54 PM
From: Lizzie Tudor	Respond to of 57684

A great article! But I don't think there are any capex increases on the radar right now for anybody. At least that is what the analysts are saying. And from that article- More than any company in the industry, Verizon can make enormous bets and pay for them out of its own pocket. Seidenberg expects to cover the fiber-optic initiative without raising the capital budget above the current level, while he continues to reduce the company's debt. "Funding is not an issue," he says. In my view this a self fulfilling prophecy though, all this infrastructure begets more demand. If we had this... To compete, Verizon plans to use its fiber-optic lines to offer Net access that's 20 times as fast as today's broadband -- and bundle that with local phone service. Then this would work just fine- movielink.com I think we'll see upgrades in infrastructure buildout for the networkers soon enough and the stocks are not outrageously expensive if you think demand will return. If you think we stay flat here for years then they are expensive.