Silicon Investor (SI) -- The First Internet Community

To: kech who wrote (19497)

2/24/2002 3:45:12 PM

From: Zed4

My point was that what he stated represents denial of reality. They won't have any funds for investment; neither from cash flow nor from the capital markets. So capex will be 0, not $3.4B. If they draw on their last resort credit line to build out a worthless network with no proven profit generation power, their stock will be destroyed.

Time will tell but I wouldn't wait to find out; but hey that's just me and my money ;^>.

Rob