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

To: HandsOn who wrote (50891)	4/20/2001 2:00:52 PM
From: Tradelite	Read Replies (1) \| Respond to of 57584

Hands On: haven't noticed that WCOM is being held down anymore than any other large telco. It's trading in line with the rest of the sector as far as I can see. FON, SBC, VZ, etc.....basically just locked in a narrow trading range.

To: HandsOn who wrote (50891)	4/20/2001 3:05:44 PM
From: American Spirit	Respond to of 57584

Yes, I prefer WCOM to T. WCOM, VZ, SBC and FON in that order is my guess. Just based on my estimates of value. WCOM should almost double this year. A takeover would probably be for around $40 though the buyer will try to get it cheaper. The value of WCOM's enormous global net backbone has been priced out of the stock for a long time. Going forward that will be a real gem to be holding. Lower rates will help all of these telcos that rely on debt to build out. That's why it's surprising they haven't budged yet. Rotation hasn't reached them yet, that's all I'm sure.