Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: LTK007 who wrote (44233)	6/19/2001 8:20:30 AM
From: ajtj99	Respond to of 56535

Max, I think the worst for the telecom sector is yet to come, but it may be a little over 1-year from now when the bond defaults start to kick in in earnest.

To: LTK007 who wrote (44233)	6/19/2001 12:01:29 PM
From: LTK007	Read Replies (1) \| Respond to of 56535

a addendum to the post i am responding to regards telcoms "Survival is everything in this environment, and we would reiterate: if you don't have complete confidence that a business plan is 100% fully funded, stay away. In such cases, your downside risk is all the way to zero. Of the stocks that we have mentioned favorably, the riskiest are unquestionably Broadwing (BRW) and Global Crossing (GX), though we believe that both are survivors. But if you want to place an even safer bet on the survivors go with Q, SBC, BLS, VZ, or WCOM. Qwest is at the top of our list and will remain there after today's news. While the others aren't the most scintillating investment ideas, they offer safety and upside potential as the competitive environment improves. - Greg Jones, Briefing.com"