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Strategies & Market Trends : Z Best Place to Talk Stocks

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To: Larry S. who wrote (19925)5/7/1999 9:50:00 AM
From: Sam Ferguson  Read Replies (2) of 53068
 
Larry didn't see T on your list which seems strange since you think so highly cable and CBS. IMHO T even tho timing could be better, is a must for long term due to new tech in wirelesss for TV-phone-data-fax-teleconference- multimedia and no telling what else.

With internet growth I think storage must grow with it. EMC is a well managed company here and has 35 to 40% mass storage business second only to IBM.

I'm usually wrong because this is based on value investing which seems to be in obsolete paradigm for no income growth stocks.
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