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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: mtnlady who wrote (16338)	1/25/2000 1:51:00 PM
From: SecularBull	Respond to of 54805

RCNC explains it all, but yes, fiber will replace cable (in the sense that cable companies will upgrade to fiber in the long run). In that sense, I expect that cable co.s will do well for the last mile, in addition to the Competitive Local Exchange Carriers (CLECs). It's the national and international networks (sans RCNC the CLECs: WCII, TGNT, ICIX) that I have placed the bulk of my investments. NXLK is my major national network wireless play, and MCOM is a secondary investment. Regards, LoF