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Strategies & Market Trends : Sharck Soup
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To: DebtBomb who wrote (20725)5/6/2001 5:25:52 PM
From: American Spirit   of 37746
 
Thanks. This analyst is obviously on the pessimistic side and is giving things that spin. He cannot give an opinion on 4th quarter though, admits he "doesn't know". So the questions remains. But I like the odds at this point. By 4th quarter the full impact of the rate cuts will be coming into play. Still the June-July reporting season could be a turbulent one. We'll just have to see. Remember though I'm most heavily invested in Baby Bells which have had little exposure to the recession. VZ did very-very well last quarter. I guess people don't stop calling each other in harder times. In fact maybe they talk more and drive less.
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