There's not a lot of juice left on the telecom service provider side.
It's not that the industry is weak. It's Nokia being weak.
The telecom slowdown is probably over but that doesn't mean everyone can come out from hiding,
The switchover rate (from narrowband to broadband customers) will be key.
The Baby Bells are a better investment than the long-distance companies. I wouldn't be putting new money into AT&T.
Like his father, Roberts still has family values but they're packaged in a younger and more aggressive personality. What Wall Street admires about Roberts is that he's made big acquisitions and successfully integrated those units into the company.
AOL looks to be slowing the bloodletting and this was a major factor in the aforementioned guidance upping,
There was a wireless Internet bandwagon and people went crazy on the capital expenditures side. But downloading movies to your PDA or cell phone turned out to be just marketing hype,
This is vital for the Bells. DSL is very important for their long-term success,
We are starting to definitely see that the chip companies have more supply than demand. There are inventory issues, ... And the handset side is tight because of oversupply. There is somewhat of a glut.
