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Strategies & Market Trends : MDA - Market Direction Analysis

SPY 672.07

-1.7%

Nov 13 4:00 PM EST

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To: eichler who wrote (76244)	4/30/2001 8:40:36 PM
From: American Spirit	Read Replies (1) of 99985

Telecom debt: rate cuts help a lot. Yes big debt used for build-out of infrastructures but they all have steady revenues from these assets so they're big fat cash machines which can afford debt as well as dividend paymentss. I'm avoiding T and Q which leveraged up at the height of the market (and for a few other reasons) but the others look fine at these prices. Surprised they're not running yet. I'm sure they will. VZ, WCOM and FON all planning IPO's, spinoffs etc. to unlock value and raise cash. WCOM and FON will be involved in some kind of consolidation. VZ in the best position of all of them andlast the lowest PE. Sheer dominance across the board and unaffected by the recession. SBC also powerfully positioned and undervalued. Don't take my word for it but these are as close to risk-free investments as you can find in this market. All sitting near their bottoms with strong futures.

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