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Politics : Ask Michael Burke

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To: JHP who wrote (85570)	11/17/2000 12:32:11 AM
From: PaperChase	Read Replies (1) of 132070

>>could you give us some names please? regards john<< Yes, I would be happy to give you some names, some of which are diversified telecom companies supplying "the last mile". Many of the players that I like start with the letter A. <g> My favorites at this moment are ADCT, ADTN, ANTC, ALA, OCPI. I'm just now examining ALA's tracking stock ALAO. Of course I love NT's price getting bashed in here and will pick some up after it gets brutalized a little more. Do your own due diligence before buying. The above named stocks aren't done being brutalized on price until all the chumps have sold. <g> I also like CTV but I won't buy back in until mid-December when the threat of the tax loss selling crowd is gone. Regarding CTV, the current quarter is typically a slow quarter for cable plant upgrades, and CTV is also adjusting LAN cable inventory in the channel. In my opinion, that makes their current quarter a challenge despite management's confidence.

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