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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (81491)6/6/2000 11:24:00 PM
From: Spekulatius  Read Replies (1) of 132070
 
Mike,
T has grown in wireless and in Data and some other parts of its business, but the profitable LD has shrunken and so did Earnings. However, with the cable buys, T has set itself up for the future and the relative weight of its LD business is reduced. T is growing Revenues 6-7% this year and this will accelerate in the future, IMHO.
I very much like the telecommunication industry because of the wireless and broadband growth potential but T is not my favorite play - I bought WCOM recently and I also like GTE at the right price 9 (<62$).
Some retailers look like good values plays right now. I like MENS and would also consider Costco at the right price (<26$) as well.
Its hard to find real good value right now, unlike in March when the Techs were the rage.I have blown out most of my biotechs and even my newly acquired VASO after a 35% gain (Thank you!). I'll sit on my cash until I see really compelling buying opportunities. WallStreet is betting on a soft landing slowdown in economy and I am not that sure that will happen...
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