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Gold/Mining/Energy : T.ITE: iTech Capital (TSE) -- Ignore unavailable to you. Want to Upgrade?

To: keith massey who wrote (3565)	1/4/2000 10:41:00 PM
From: WhatsUpWithThat	Read Replies (1) \| Respond to of 5053

(fuddle) You favorite company and biggest holding CN.B has a fibre intrastructure that will be worth a lot less if the tech. sector turns bad like you keeping saying it will. In addition, they have $2.6 Billion in Debt. and interest rates have been climbing steady the past year.....CN.B might be in a lot of trouble if interest rates continue to climb and they have floating rates. And man, I could go on forever about Callnet (Sprint Canada) the company...and not very favourably. I have extensive personal experience with these and other carriers in Canada and I'll tell you if they don't get their act together and start actually making customers feel well serviced, get things organized internally and stop the huge outflow of talented staff they'll be in bigger trouble in three months than they are now. I'm just in the midst of pulling our long distance business, and soon our frame relay WAN business, from Sprint for all these reasons. But then, I'm not in CN.B and have no particular urge to slag a company you believe in enough to put your money into... WUWT

To: keith massey who wrote (3565)	1/4/2000 11:04:00 PM
From: SwampDogg	Read Replies (2) \| Respond to of 5053

Actually my two biggest holdings are BTS and LMT. CN.B does not have floating rates. I do not talk about it on the CN.B thread as my market concerns are only about internets and super P/E techs with no connection to earnings. I think that this was proven today with my three biggest holdings all up strongly. CN.B will get the deal done no matter if the market is good or bad. I agree about some of the service issues. This was an asset play not a play on a well-run company. The fact is the if the Medsite IPO is delayed then JDX will suffer. That is all...