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Technology Stocks : Compaq

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To: Ken Twining who wrote (84513)8/28/2000 9:45:49 AM
From: John Koligman  Read Replies (1) of 97611
 
Ken,

I saw a transcript of the show on the web this weekend. As I recall, he was down on the long distance firms, (WCOM, T, etc) because of the 'commoditization' of long distance service. Of the local providers, he liked SBC. Also liked wireless, I believe he mentioned Nextel and Voicestream.

Regards,
John
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