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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: AMF who wrote (51173)	5/3/2002 11:59:40 AM
From: tekboy	Read Replies (2) of 54805

Everything I read/hear about telecomm. industry is so negative both short and long-term so I'd be interested to know your reasons for continuing to hold FWIW, here's some gossip a friend passed on to me this morning, actually... "sanford bernstein, the purest value managers on the street believe that the telecom sector has gotten so hammered it's now their top buy for pure value. quest, world com, and tellabs are all trading at well under 10 p/e ratios. market is jittery because of enron fears -- which bernstein thinks are way overblown. they are buying aggressively." tb/A@we'llsee.pov

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