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Technology Stocks : United Pan-Europe Communications - UPC (UPCOY)

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To: Seeker of Truth who wrote (62)4/29/1999 12:22:00 AM
From: Harlock  Read Replies (1) of 95
 
The Internet needs bandwidth and therefore cable and fiber optics.

Don't tell me about Wireless Broadband till after the Millennium
Party (or meltdown if you prefer.)

Upside indeed as the world's transmission needs grow exponentially
over the next ten years. Foreign and domestic companies...UPCOY, QWST, LVLT, GBLX, MFNX, METNF, ICIX, ICGX to name just a few...
will stand to benefit from all forms of .com traffic including
TV and Radio traffic, e-commerce, telephony over IP and so on.
The argument for these stocks that is commonly made, is that they are an indispensable part of the Internet's infrastructure
and stand to benefit without as much risk as the dot-coms.
Of course, it's very expensive to build these networks and some
of these companies carry a lot of debt but they are signing
big, longterm contracts.

Their stocks have had similar runups lately.
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