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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (52534)	3/18/1999 9:00:00 PM
From: TheStockFairy	Read Replies (1) \| Respond to of 132070

Earlie, When you say "excess capacity," what do you mean? TIA TSF

To: Earlie who wrote (52534)	3/19/1999 12:23:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Earlie, I have long said that commo would be the big surprise. Everyone with a brain, about 10% of investors, knows that pcs go through cycles. But even the smarter ones seem to forget that telecom has cycles, too. If not, they should go back to read Tellabs 1991 annual report or check on how well World Com was doing at that time. <g> And I see the signs of hubris in the industry. The goof CEO from Global whatever was saying on CNBS that his industry will always be in a shortage situation. That gives me deja vu all over again of C-Cube saying that they had no competition and didn't see any, right before Intel and IBM kicked their patootie off the growth track. <g> MB