Ask Michael Burke Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Knighty Tin who wrote (83624)	9/17/2000 7:52:41 PM
From: Spekulatius	Read Replies (1) of 132070

Mike,I see a 10-15% revenue growth for the telecom industry - most of it in wireless and data. Sure in the 1980's the baby bells were like utilities but now they have much better growth prospects. Additionally, the big players can have a cash flow growth exceeding the revenue growth because of economies of scale - once the network is build, the incremental cost of any additional revenue becomes smaller and smaller. I currently own VZ and T but I also would like to buy into WCOM and maybe some others. The big players may profit from the default of smaller players running out of funding. I see even bigger risk for the telecom equipment companies since they have very high PE multiples and their growth may decelerate.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next