| Message | Subject | Recs | Date/Time (ET) |
| Isn't Inflation supposed to define increase in price for SAME PRODUCT?
Othe | Cisco Systems, Inc. (CSCO) | | 11/27/2002 03:26:19 PM |
| Victor what I am trying to say is that the Basket Of Goods & Services that they | Cisco Systems, Inc. (CSCO) | | 11/07/2002 12:42:53 PM |
| geez, you got me....i have been asking the same question myself after losing bun | Cisco Systems, Inc. (CSCO) | | 11/06/2002 04:55:16 PM |
| free money does not necessarily mean that companies will borrow and build more c | Cisco Systems, Inc. (CSCO) | | 11/06/2002 03:10:17 PM |
| "I think we're going to have one heck of an inflation problem a year to two year | Cisco Systems, Inc. (CSCO) | | 11/06/2002 03:07:47 PM |
| Interesting end-game could be developing where NT and LU are singularly playing | Nortel Networks (NT) | | 09/17/2002 09:35:59 AM |
| yes they CAN both go bankrupt as hard to believe as that may seem....Telcos will | Lucent Technologies (LU) | | 09/17/2002 09:32:12 AM |
| Not sure about that Sylvester....it all depends on whose revenue plummets faster | Lucent Technologies (LU) | | 09/17/2002 09:30:45 AM |
| nobody really knows how the market values price from day to day, week to week, m | Lucent Technologies (LU) | | 09/17/2002 09:28:40 AM |
| either LU or NT will go bust....the odds favor NT surving and LU going bust -- b | Lucent Technologies (LU) | | 09/16/2002 05:08:07 PM |
| "BTW, IMO, both Nortel and Lucent are junk companies for the next 12 months. So | Lucent Technologies (LU) | | 09/16/2002 05:06:35 PM |
| I agree...but VoIP apps are potential killer apps that could really take LSI to | LSI Corporation | | 08/19/2002 02:07:43 PM |
| That was a long time ago.....so was this recent ADSL chip announcement a result | LSI Corporation | | 08/19/2002 12:52:51 PM |
| Andy (or anyone else), could you provide any answer to a question I posted on th | LSI Corporation | | 08/19/2002 12:19:26 PM |
| "(especially now that the main revenue maker - wireless - is collapsing too. "
| Nortel Networks (NT) | | 08/02/2002 11:00:40 AM |
| weren't the same research group that was probably predicting optical market to g | Nortel Networks (NT) | | 08/01/2002 01:36:55 PM |
| I meant that their revenue has come down lot less than either LU or NT so there | Nortel Networks (NT) | | 08/01/2002 12:28:24 PM |
| yes but their balance sheet is way cleaner and their P&L appears to have less do | Nortel Networks (NT) | | 08/01/2002 12:01:41 PM |
| To:sylvester80 who wrote (20624)
From: telecomguy Thursday, Aug 1, 2002 11:03 | Nortel Networks (NT) | | 08/01/2002 11:04:18 AM |
| Let's look at this systematically here.....assuming that Telecom market WILL rec | Lucent Technologies (LU) | | 08/01/2002 11:03:19 AM |
| let's hope so....speaking as a true blue Canadian! Not that I have anything aga | Nortel Networks (NT) | | 07/30/2002 02:10:52 PM |
| Yes, picking just C&W IS like putting all your eggs in one basket. The problem | Lucent Technologies (LU) | | 07/26/2002 04:22:49 PM |
| Not by BCE...they NEED cash to buy out SBC's 20% reverse put on BCE shares -- th | Lucent Technologies (LU) | | 07/24/2002 02:30:30 PM |
| Assuming they both survive....they should merge! | Lucent Technologies (LU) | | 07/24/2002 01:32:31 PM |
| The technology keeps advancing so fast that everyone will have more capacity tha | Lucent Technologies (LU) | | 07/24/2002 01:31:24 PM |
| I am not saying buy the Carriers NOW.....but if you are going to buy into teleco | Lucent Technologies (LU) | | 07/24/2002 11:25:14 AM |
| I don't expect anyone to have foreseen the Storm coming (i didn't either!) BUT w | Lucent Technologies (LU) | | 07/23/2002 01:19:06 PM |
| Hmmm...Sylvester, didn't I tell you CAPEX isn't returning until the Carrier's ba | Lucent Technologies (LU) | | 07/23/2002 12:47:57 PM |
| I have been out of NT for LONG LONG time...check my posts.
I have lost lot of | Lucent Technologies (LU) | | 06/28/2002 02:24:53 PM |
| Come on Sylvester...that's an overstatement.
Roth did what he was supposed to | Lucent Technologies (LU) | | 06/28/2002 02:16:10 PM |
| I have been wrong telling you to avoid LU and NT for the past year?
What drug | Lucent Technologies (LU) | | 06/28/2002 01:36:27 PM |
| To me it sounds like Sullivan took a very aggressive interpretation to help his | WCOM | | 06/28/2002 12:52:48 PM |
| I figured if NT is having such massive problems with revenue, it has nothing to | Lucent Technologies (LU) | | 06/28/2002 11:29:29 AM |
| Sylvestor, it's a free country. You have the freedom to lose all your hard-earn | Lucent Technologies (LU) | | 06/27/2002 01:17:54 PM |
| Gee, didn't Patricia Russo tell everyone few months ago that LU's revenue will n | Lucent Technologies (LU) | | 06/13/2002 01:22:18 PM |
| I think buying wholesale long-distance is the easiest/cheapest thing to do these | WCOM | | 06/07/2002 05:39:38 PM |
| I agree it will take long time....but it will happen up to a degree. Exactly ho | WCOM | | 06/07/2002 01:41:06 PM |
| Anyway, even in the best case scenario, Fixed Line is a dead business...there wi | WCOM | | 06/07/2002 12:24:40 PM |
| If it spreads like wildfire, all other major RBOCS will come out with a similar | WCOM | | 06/07/2002 12:20:35 PM |
| Ultimately i have no idea how my Carriers (WCOM being one of them) are backhauli | WCOM | | 06/07/2002 12:18:46 PM |
| Actually, when Europe deregulated, they must have learned from US experience. W | WCOM | | 06/07/2002 12:13:31 PM |
| do you have a text version? I don't have a speaker in my PC.... | WCOM | | 06/06/2002 04:07:23 PM |
| Maybe they should sell off the MCIT which is a mature business and likely to con | WCOM | | 06/06/2002 03:34:44 PM |
| Hmmm....I thought for long time Ebbers & WCOM believed that the wireless space w | WCOM | | 06/06/2002 03:31:55 PM |
| That would be peanuts in terms of overall cost.
I think they are just trying | WCOM | | 06/06/2002 03:21:18 PM |
| heheehe....that would do the job. | WCOM | | 06/06/2002 03:18:55 PM |
| they are not making money for the PRECISE reason that they all paid for their li | WCOM | | 06/06/2002 02:38:42 PM |
| No, I AM really a Telecomguy...been in telecom business (PBX, network switching | WCOM | | 06/06/2002 12:43:00 PM |
| I own/run a swichless reselling operation in Europe which is extremely competiti | WCOM | | 06/06/2002 12:00:28 PM |
| Unlimited Local/Reginonal/Long Distance calling?
Couple of questions:
1) D | WCOM | | 06/06/2002 11:57:15 AM |
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