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

To: American Spirit who wrote (46296)	1/28/2001 1:27:21 PM
From: American Spirit	Read Replies (1) \| Respond to of 57584

Looking ahead. Who will own the wireless world of the future? In the US and 40 other countries it will clearly be VZ as #1. VZ just bought wireless licences in LA, NYC and Boston, swamping the competition, PCS Spring and ATT Wireless. They are also signing up DSL customes at twice the rate of nearest competitor SBC. Their 5 billion (or more) Wireless IPO will help fund ambitious expansion plans and alleviate debt concerns which dog WCOM and ATT. VZ's PE is teensy compared to its wireless competitors. Not only that but VZ's land line business is a constant cash-flow machine. GTE and BEL were two of the best four Baby Bells, now together with Airtouch/VOD combined. GTE and BEL both had PE's twice VZ's and were good buys then. VOD is the king in Europe but look at their tremendous debt and huge PE. Then compare again to bargain VZ. I'll pound the table on VZ now that some rinky-dink lawsuits are in the news tarring their image a tiny bit (very temporary). VZ is both a short-term buy until their IPO date or a longterm hold as a great retirement stock. Either way value will continue to be unlocked. Very safe and secure yet in the end they will dominate. VZ market cap is now around 150 billion. That should be 500 billion within two years IMHO.

To: American Spirit who wrote (46296)	1/28/2001 10:44:00 PM
From: carepedeum2000	Read Replies (1) \| Respond to of 57584

my smellvision tells me we get the 50% rate cut, but i cant "smell" if we get "sell on news" or "dont fight the fed" effect, guidance will be important, but i see us edging higher into fed meeting, a 1/2 point cut, an initial bounce, and then the selling knocking us down again, we are also nearing the end of the earnings reporting season, and it will be crucial fed keeps us looking for more rate cuts in the future, all in all, it will be a very tricky week, and good advice would be "when in doubt-stay out" (easier said than done)