LOR the best longterm play IMHO if you want satellite wireless internet-telephony. MOT has already failed bigtime with iridium leaving LOR and QCOM owning Globalstar.
In Holland my partner is a former ABN bank equities expert and suggested the following European internet plays, some which canot be bought on Wall Street but you can try: AKAM (already up a lot), ICON (swedish), LINNE (GE partner), AGFB. Might also want to look at MMG.
Nobody uses ISPs here they just use browsers, so MSFT and AOL (Netscape). Hardware will be big. CPQ, HWP, IBM etc.
Glad I didnt go to cash a few days ago. Holding everything hoping for retail boom at least after Xmas. URBN, ANF, BNBN about to base. Software stocks look good today, IMRS, KEA, PSFT, TSK. |
