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

To: DlphcOracl who wrote (45514)	1/14/2001 1:31:55 AM
From: American Spirit	Respond to of 57584

We disagree on telcos. I think they've been hit the hardest and are now the safest. Huge cash machines. Owning the infrastructure of the information super highway. So they borrowed to build it. They will come. debts will be repaid. Meanwhile every one of us pays them cash every month and that will never stop. WCOM and T may need to pause but they may double this year. LU can double easily without a pause. The market completely ignored its intrinsic value which is immense. They are Bell Labs, remember. Longterm these are five or even ten baggers.