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

To: Mohammed U. Karkanawi who wrote (84711)	10/31/2000 9:01:18 PM
From: Spekulatius	Respond to of 132070

I indeed like T have a small position in acquired at 31$. However, at current prices, I like WCOM, mainly because it has better growth and less debt. T is very undervalued and this indeed may become apparent after the 4-way split. If you are deep underwater, I would look at taking the tax loss and buying something similar - WCOM. I believe WCOM has at least the same upward potential than T at current prices around 23$. I expect that the stock prices of the telco service companies will recover next year, when the frantic capex spending pace will slow down. This should alleviate or reverse the negative net cash flow that most serviece companies are experiencing right now and could lead to a dramatic recovery. Needless to say, this scenario would not work very well for the telco equipment companies.