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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: American Spirit who wrote (33670)	9/3/2000 3:44:40 PM
From: Softechie	Read Replies (1) \| Respond to of 57584

For some reason I feel the tech and internet markets are getting stale. I think 2001 may be the year for value plays. Just a gut feelings.

To: American Spirit who wrote (33670)	9/3/2000 3:56:45 PM
From: Softechie	Respond to of 57584

AT Here's another value play on telecom issues. It was written up in Barrons last week. With its relatively low P/E and battered stock, Alltel also would make an attractive acquisition for another telecom company looking to fill in its network, several investment pros tell Barron's Online. But the Federal Communications Commission would have to ease some restrictions before that happens. For sure, the telecom industry, particularly wireless, is fraught with competition and pricing pressure. But the future will be wireless. And with a growing national footprint, Alltel should be able to patch in a more compelling story to Wall Street before long.

To: American Spirit who wrote (33670)	9/3/2000 6:21:47 PM
From: Kanetsu	Respond to of 57584

How about a lesser known competitor of T's, RCNC. Backed by Vulcan Ventures and LVLT, "RCN is the nation's first and largest single-source, facilities-based provider of telecommunications services to the residential market, the largest regional Internet Service Provider (ISP) in the Northeast and the nation's seventh largest ISP. The company is currently providing local and long-distance phone, cable television and Internet services in several markets from Boston to Washington, DC. RCN also recently announced plans to expand its target market to include California's San Francisco to San Diego corridor." RCN is building a huge fiber optic network (in certain areas in conjunction with utility companies)in the most densely populated areas. Their average customer bill where they are able to offer their bundled service is over $100 per month. They have over 2 billion in cash, enough for 5 years at projected burn rate. (Lots of debt too of course) A possible base formed in the low/mid 20s and some insider buying. Long term I think it is a good buy here and has more upside potential than T. Most analysts targets are over 50 for what that's worth. Also still like VOXX, said it would be a good buy at 15, and still think it is a value at 18. Remember our GSTRF/LOR race? GSTRF still slightly ahead but hopefully both have bottomed and will be heading higher from here. (after this weeks sell-off of course) <g>