OT financial analysis of telecom sector and debt

Jerry Scharf scharf at vix.com
Sun Apr 1 04:05:43 UTC 2001


For those who aren't interested in how money affects our business, you can hit 
D now. You certainly can't configure your router with this information.


For those who would be interested in reading a financial analysts's view of 
telecom and the issues related to debt, I would recommend you check out 
http://www.thestreet.com/markets/marketfeatures/1359535.html. I found it very 
thought provoking and not the normal tunes I hear.

This is not something to discuss on NANOG, but I thought it may forshadow 
serious operational issues if the analysis holds true.

jerry






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