TS TELECOM (www.tstelecom.com): ASPIRING TELECO Message Board

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Gold/Mining/Energy : TS TELECOM (www.tstelecom.com): ASPIRING TELECO

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To: Ciao who wrote (1650)	4/28/2001 1:26:48 PM
From: John Trudeau	Read Replies (1) of 1762

Ciao, sounds like we have a similar read on the environment. I'm basically sitting on the sidelines because: I don't see interest rate cuts as a significant stimulus - they're pretty low to begin with, and I think we're simply in a down cycle. The down cycles are as important to containing inflation (e.g. they squelch rising wage demands and normalize lending practices - from banks and between businesses) as interest rate policy. I'll check out your current favs. As mentioned, it's a good time to be tracking quality Co's. Unless things get really nasty, which we'll know better come July/August, they could offer some pretty good upside 6-18 months down the road. For TOMmy, regardless of price, there's going to have to be a fundamental reason to buy. If one doesn't develop, I won't be buying at any price. You can only lose money for so long before the doors close. We need to see them return to profitability - without further dilution. Like I said, I wanna believe. Take care, JT

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