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

To: American Spirit who wrote (75856)	4/24/2001 11:54:39 AM
From: KyrosL	Read Replies (1) \| Respond to of 99985

Be careful of companies that are burdened with lots of debt. LOR has good assets but also lots of debt. If the sat business hits a bump and it can't borrow, it's toast. There are cheap companies relative to their cash/assets that are also debt-free. They are a much better bet, since they will be able to weather the coming storm without depending on the kindness of the debt markets.

To: American Spirit who wrote (75856)	4/24/2001 11:58:03 AM
From: John F Beule	Read Replies (2) \| Respond to of 99985

Signs the worse of the carnage is over: 1) Shareholder lawsuits are now in vogue 2) Stock buybacks are emerging 3) M&A activity starting to sprout up. These are the same events that signaled an uptrend during the "Asian Contagion". Back then all seemed bleak, it's a similar story. Long term outlooks: be buyers of net cash-flow equities. Short-termers: good luck, I'm not that savvy. John