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

To: maverick61 who wrote (49212)	3/15/2001 7:02:10 PM
From: American Spirit	Read Replies (2) \| Respond to of 57584

I own WCOM too but here's on VZ. Don't take it from me. AG Edwards just upgraded VZ plus Merrill Lynch just today reports "In the large cap telecom service provider universe, we are most positive about those companies that have a compelling asset platform and scale or scope competitive advantages to allow them to be market share takers in the current environment of slowing economic growth and, post the 1999/2000 investment surge in the space, strong competition. Within this framework, our top three picks are Verizon Communications (VZ; B-1-1-7; $46.90), Qwest (Q; C-1-1-7; $35.44) and Global Crossing (GX; D-1-1-9; $14.44). " Stealing market share is the key here. As small DSL and wireless companies get into trouble not to mention the WCOM's of the world VZ moves in and gobbles up their market share, cheaply now. Longer they are the dominant goliath along with SBC. On surplanting T on the Dow, VZ now has a 129 billion market cap and growing while T has 89 billion and not growing. Of course that could change but expect VZ to outperform the competition as they execute going forward. They are one of the few companies which can afford increased build-out, acquisitions and expansion overseas and yes into LD if they want, which they want for profit reasons I'm sure. They also pay a 3% dividend.