12-15-2014, 09:50 AM
(12-15-2014, 08:57 AM)hendi_alex Wrote: I would let the weighting of telecom drift down a bit, as the main players are in the process of beating themselves up for quite a while. Maybe equipment providers will still do fine, but the telecoms themselves will likely be under long term pressure.
Welcome back handi_alex, missed seeing your posts around here!