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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: gfs_1999 who wrote (71816)	3/12/2001 12:29:07 AM
From: American Spirit	Read Replies (1) \| Respond to of 99985

Agreed, I expect many-many mergers, takeovers, alliances (quasi-buy-outs) etc coming fast and furious now. And who will end up the titans? Companies like VZ and SBC and the major media giants all of which have just taken a pounding as well. VZ has to be the best blue chip buy around now in my opinion, #1 in wireless and 11 PE. I pay them $250 a month for phone, DSL and cell and I'm just one little guy. They dominate and will end up dominating even more. I also think GE is in a position to pick up companies cheaply. Look at how cheap CMGI is for instance? Any big company could swallow them up whole. And they have cash = market cap roughly. The takeovers almost pay for themselves in many cases. Ditto SCNT, ELNK, LOR (#2 sat fleet in the world and mc only one billion now). Pick them right at the bottoms then hold and you can double your money fast on some of these. But just don't expect the press to agree with your choices. The only one they've "outed" so far is WCOM and I own it at $15. It's a juicy takeover target with a global network, huge net infrastructure, LD of course and lots of debt but interest rates will come down another point at least so that can be re-structured pretty cheaply. Get in before everyone else does. That's my motto.

To: gfs_1999 who wrote (71816)	3/12/2001 9:24:14 AM
From: Benkea	Respond to of 99985

" Agree with YAHOO short risk, IMO the big old companies will buy good Internet stuffs." Luckily for "big old company" shareholders, the management's use "big old company" (read: real) math vs. that "new economy" crap the newbies have been using for the last couple years. What bonehead "big old company" would pay Yapoof's ridiculous market cap (today AFTER the tremendous fall)? Of course, I'm ignoring the options outstanding at an avg strike of around $11 which are = to almost FIFTY % of total shares outstanding. Yapoof is a joke and is still an EXCELLENT short!