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

To: Kanetsu who wrote (49942)	3/29/2001 3:31:35 PM
From: American Spirit	Read Replies (1) \| Respond to of 57584

Telcos showing strength because not only are they also beaten down, but they are fairly recession resistant and wireless and DSL growth is humming along. Every day cash machines which pay dividends. And they will suck up the debris of the fallen little wannabes and end up with ALL of the market share. SBC warned but VZ announced no need to warn and will meet current guidance. And the stock is 10 PE. Baffled why it's not trading 15 points higher. Nibbling on some EMC at this low price. I've heard that the slowdown will not hurt them as much because you can put off storage for awhile but not for long. EMC under 30 is probably a no-brainer. Longer term double.