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

To: JHP who wrote (85570)	11/17/2000 12:32:11 AM
From: PaperChase	Read Replies (1) \| Respond to of 132070

>>could you give us some names please? regards john<< Yes, I would be happy to give you some names, some of which are diversified telecom companies supplying "the last mile". Many of the players that I like start with the letter A. <g> My favorites at this moment are ADCT, ADTN, ANTC, ALA, OCPI. I'm just now examining ALA's tracking stock ALAO. Of course I love NT's price getting bashed in here and will pick some up after it gets brutalized a little more. Do your own due diligence before buying. The above named stocks aren't done being brutalized on price until all the chumps have sold. <g> I also like CTV but I won't buy back in until mid-December when the threat of the tax loss selling crowd is gone. Regarding CTV, the current quarter is typically a slow quarter for cable plant upgrades, and CTV is also adjusting LAN cable inventory in the channel. In my opinion, that makes their current quarter a challenge despite management's confidence.

To: JHP who wrote (85570)	11/17/2000 5:10:08 AM
From: PaperChase	Respond to of 132070

In addition to my previous message, the news last night from BLS is being spun negatively which should hopefully present another trashing of telecom stock prices. BLS's capital expediture guidance is unchanged from previous guidance. The number is lower for next year compared to the current year because the cap expenditures for their domestic wireless operations have been separated for accounting reasons going forward. As usual, the dim bulbs at Reuters and street.com have got it wrong. The BLS story is about a shift in Cap exp. from voice to data and the resulting impact on EPS. Not much different from the SBC story given at this time last year. IMHO, if the telecom equips sell off tomorrow it will be another buying opportunity.