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Strategies & Market Trends : Rande Is . . . HOME
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To: maverick61 who wrote (48992)3/13/2001 2:14:38 PM
From: American Spirit  Read Replies (2) of 57584
 
LOR - you're not including the second largest satellite fleet in the world valued alone at about $12 a share. Subtract debts from that = $9. Takeover bait for whomever wants to dominate sat-com business. LOR needs a deep-pockets buyer and is ridiculously cheap now. But the worst is over, Globalstar write-off and no more cash investment there.

All dot-bombs with lotsa cash need to generate business but have substantially lowered burn rates. ESHR and SCNT likely to remain fairly cash neutral. Like most, waiting for business to pick up. SCNT especially will be a survivor. Its cash also makes it a takeover target. Dot-bombs without lotsa cash may go under.

VZ - both GTE and BEL were trading around 25 PE prior to the merger, which was successful. VZ business not hit by the internet crash. VZ not a LD company at all like WCOM either. No exposure there but wants to get into that market cheaply and can now force little internet access companies out of business and gradually dominate. VZ wireless and DSL still growing at a nice clip. Wireless phones are not going away. In position to dominate these markets and end up one of the 2-3 goliaths of the info superhighway.

WCOM is another story, loaded with debt and LD but that's priced in. Also has tremendous world-wide assets worthy of attracting merger/takeover partners. A global network which screams to be taken over.

All depends on the overall market and special situation deals. Many stocks can remain undervalued for a long time. Quick scalps are fine. Nothing against them.
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