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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (39637)	10/15/2003 7:58:35 PM
From: elmatador	Respond to of 74559

<<civilized heads-up>> The article shows a North American perspective LU and CSCO. Interesting to note that their European counterparts are showing a bit more of optimism, owing, possibly, to the better outlook outside the US. Always glad to help, Jay. It was civilized because hadn't yet drunk my two cups of Mild Roast coffee when I wrote it :-)

To: TobagoJack who wrote (39637)	10/16/2003 12:13:48 AM
From: elmatador	Respond to of 74559

Don't want to beat this to death, but we have to add this other angle to the telecoms propects: FCC Chairman Explains 'Sideshow' Oct 15, 2003 LAS VEGAS - The pace of technical innovation in the telecom industry is much faster than the speed at which regulators can set up rules to ensure fair competition among carriers. At least, that's the view embraced by Federal Communications Commission (FCC) <http://www.fcc.gov> chairman Michael Powell. "If you think the regulatory system can keep pace with Moore's Law, you're drinkin' something," Powell told the United States Telecom Association (USTA) annual conference here in Gomorrah West. Though many carriers clinked their glasses in agreement, they still wanted answers from Powell as to why the rule-making process is such a mess and what they can do about it..." When things have to pass this regulatory gauntlet, and taking into consideration what is at stake and the lobbying power of incumbents, don;t expect the market to sky-rocket in the 20 years span.