SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Radio Telecom (ARTT) -- Ignore unavailable to you. Want to Upgrade?


To: TheSlowLane who wrote (1053)4/17/2000 12:47:00 PM
From: Bernard Levy  Read Replies (1) | Respond to of 1176
 
Hi Paul:

I think that telecom companies that are cash
flow negative will be hurting for a while. It
is just not only all BBFW companies, but also
fiber companies. Since I have already a lot of
exposure in this sector I will hold off for a while.
I am still not sold on ARTT. As usual, I like WCII
better. Also, if TGNT morphs itself into an end-to-end
provider with fiber CLEC capabilities by acquiring
one or more of the existing fiber CLECs, it would
be interested.

I think that companies that will do well in the current
market are high-growth tech companies that make money.
Companies such as WIND, TKLC, ORCT... Companies that
lose money, either Net companies or telecom companies,
will be hurting for a while.

Best regards,

Bernard Levy

PS: As a disclaimer, I have a lot of non-tech
investments, but use mutual funds for those.