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Non-Tech : The Critical Investing Workshop

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To: SecularBull who wrote (3009)2/7/2000 10:42:00 PM
From: taylorfife  Read Replies (2) of 35685
 
LOF... Been in WCOM since '96. Seen the runs and pull backs. The fall from 91(60 postsplit) in Nov'99 is well overdone. The consensus earnings estimates for '00 and '01 remain unchanged and should provide a triple from here in 1 1/2 - 2 years IMO.

The story hasn't changed. It just wasn't a "cool" stock the past two months. Now the story resurfaces. The MCI merger was good for earnings along with synergy savings. The FON merger will be as well. The FON internet will probably have to be sold just as MCI's was. No big deal. PCS is the piece of the cake with the King.

Cowboy Bernie and John Sidgmore (UUNET) provide some good management. It's a keeper in my book.

Long QCOM,WCOM and JDSU.

PS>>What a nice day in NE Georgia today. The days are getting longer and the dogwoods and azaleas will be in bloom before we know it. The Masters is around the corner. Did anyone see Tiger's finish today? 6 in a row. What a competitive killer instinct he has.
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