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Strategies & Market Trends : Stock Attack -- A Complete Analysis
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To: Haim R. Branisteanu who wrote (31146)9/26/2000 9:12:20 PM
From: Techplayer  Read Replies (2) of 42787
 
Haim, Businesses and households will start to see the effects of the buildout next year. In order to build the network a core was necessary. Since much of that is in place, the metro access and last mile needs to be deployed. Companies recently beaten down in these areas will look incredibly cheap at present levels even if the market declines much further. Many are down 60-90% and are profitable, growing companies with PE's significantly below Growth estimates. The ones that are expensive still are the large caps. tp
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