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Strategies & Market Trends : LastShadow's Position Trading -- Ignore unavailable to you. Want to Upgrade?

To: ynot who wrote (20037)	8/17/1999 10:12:00 PM
From: Susan Saline	Read Replies (1) \| Respond to of 43080

>>>athm is interesting for me, as well as telcoms re: CLEC I am going to copy/paste this is last months info ... still good IMHO, and nice trend To: +Larry S. (20189 ) From: +Susan Slaine Monday, Jul 5 1999 10:32AM ET Reply # of 20505 been chatting with ole customer ... just chatting same one who mentioned ACCC remember that one? well, we have a new one to consider now .... since ACCC has been sold the new one is CLEC last 23 1/8 Business Summary US LEC Corp., through its subsidiaries, provides switched local, long distance and enhanced telecommunications services primarily to medium and large organizations in selected southeastern U.S. markets. For the three months ended 3/99, net revenues rose from $13.6 million to $36.2 million. Net income rose from $1.3 million to $5 million. Results reflect expansion into new markets, growth in the customer base, increased traffic, higher margins and decreased S/G/A as a percentage of sales. tscn.com. Sue standard disclaimer: no current position To: +Susan Slaine (20192 ) From: +Larry S. Monday, Jul 5 1999 11:00AM ET Reply # of 20505 ACCC/CLEC: susie, I believe ACCC became Rochester Tel, which became Frontier (FRO) - not a bad run. CLEC is one of several CLECs (Competitive Local Exchange Carriers that were positively mentioned in I believe Thursday's Heard on the Street Column in WSJ. Talk of how SBC will have to expand into other areas to comply with terms of the merger agreement between SBC/AIT. CLEC, HYPT, and NXLK were three that were mentioned specifically in that column. a few others were mentioned. I am also becoming increasingly interestd in Paul Allen's wired world. there is a thread on SI now, plus www.paulallen.com he has HSAC, ZANY, and many others, plus the biggie of course is Charter Comm, which is not yet public. When it does come public, look out. It is now the 4th largest cable company and has a visionary, capable, entrepeneural, and rich person behind it. OT - saw a sign in a store: "think of all the women on the titanic who passed on the desert tray" hmmmm. larry To: +Larry S. (20193 ) From: +Joseph M. Woody Monday, Jul 5 1999 8:03PM ET Reply # of 20505 CLEC CEO Larry, I'm pretty sure that CLEC's CEO, Richard Aab, is the guy who started ACCC. So if you are looking for them to succeed and be acquired, history as well as recent trends are certainly on your side. Joe