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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (83554)9/11/2000 9:58:43 PM
From: Bipin Prasad  Read Replies (1) | Respond to of 132070
 
Good management @WCOM ? You must be kidding.

My experience with WCOM's service was so bad, I'll never buy WCOM unless they do something about poor service. I have to pay monthly service fees till contract gets over by Dec. for the service I can't use most of the time. They are fools. Wcom could've made easy $250+ per month.

Just dropping by to say Hi to all!!! Earlie, Bug, you ... Hope heatwave in TX gets better soon for you.

Bipin is doing fine as usual, kids are growing fast, more grey hairs popping out here and there. Well, that's life!

ps: Can't believe it's been over 4yrs since this forum started! Endless time we spent over here to solve world problems. Hey, make lots,lots,bucks! You all deserve it!!!

Take care,

InSook Prasad(Bipin's partner:BPP)



To: Knighty Tin who wrote (83554)9/17/2000 1:46:34 PM
From: Spekulatius  Read Replies (1) | Respond to of 132070
 
Telecom stocks
I still think that Telecom stocks are a good turnaround play.Prices have not bottomed out yet but shares look cheap compared to their LT growth rates.
Here are my comments about stock I follow:

Alltel (AT) fairly cheap wireless play (PE 15), they have been able to pick up chunks of wireless networks for decent prices due to mergers (BLS/SBC; VZ etc.)

BLS: South America and European ventures; owns now part of a wireless network with national footprint (with SBC)

VZ: The biggest and cheapest Baby Bell (PE:13), owns part of the biggest wireless companies with national footprint

KPN: European wireless play, fiber network Venture with Qwest, fairly inexpensive but increasing debt due to E-Plus acquisition and 3G license costs.

WCOM: Owns the biggest internet backbone,international ventures and aggressive managment. Good balance sheet

T: Sum of its part is worth much more than the current market cap. Cable, Wireless, CLEC, Content, International - you have got it all with one buy.

MCLD: McLeod management has been successfull in the past; the only CLEC I follow, very agressive and seems to have the financial cloud to succeed.

I think that an investment of a basket in these companies will outperform the SP500 by a huge margin during the next five years