John, Mike & Tom's <b>Wild World of Stocks</b> Message Board

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Technology Stocks : John, Mike & Tom's Wild World of Stocks

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To: John Pitera who wrote (1368)	6/27/2000 12:23:00 AM
From: Logain Ablar	Read Replies (1) of 2850

John: Some follow up's. 1) Alan Benn has made some subsequent posts you will find informative on the wind thread. 2) Where there is smoke there is fire. I wonder if the HILT news today is indicative of AT&T slowing down their buildout. I have no clue but with all the other bad news lately about T, I personally have been in situations where management starts cutting back and the good is hurt with the bad. Just a thought if your looking for a T entry it may still be too soon. 3) The HILT news should hurt CUBE with the accounting implication regarding the divicom division. Maybe an opportunity with CUBE at some point. 4) Who else is hurt if AT&T is slowing their spending LU & CAMP come to mind. Disclaimer - I hold no positions in the above stocks at this time. Although one can infer that CCUR and OBAS may also be impacted and I do have indirect positions in those two. Tim

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