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Technology Stocks : Global Crossing - GX (formerly GBLX) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Fischofer who wrote (10394)	3/29/2001 11:43:24 AM
From: Ally	Respond to of 15615

Reg FD is god send to those investors capable of doing their own analysis. What a difference it has made and will continue to make in the future. In the past, it's not that individual investors don't know how to analyze, they just don't have access to the information. I think Reg FD will further divide investors into 2 distinct classes, those that do not have the skills to perform business analysis (and should wisely use full service brokers) and those that can. It will also raise the professional standards of analysts. No longer will it be enough to simply play with "what if" models using spoon fed data from the companies, they now have to do independent investigations in order to lead the pack with powerful money making insights. The bad outcome to investors using discount brokers, I think, may be closure of free analysts reports, and only institutional investors and clients of full service brokers would be privy to them. My tracking portfolio of telecom stocks are showing all green right now, except for TSIX and WCG. Again, the telecom sector right now reminds me of the railway sector last year. No one wanted railway stocks last year (while I was filling in sufficient weighting for my portfolio) and look at the sector today. Nothing much has changed on the railway sector fundamentals... railway stocks are slow growth, low margin, high competition from the truckers, heavily unionized, etc. etc. Similar wall of worry situation with telecom stocks now... concerns over debt loads, competition, price margins, blah, blah, blah. I don't know why they can't see the opportunities. Not only is it a real growth sector, the prices are also right.