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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: stomper who wrote (39381)	7/25/2001 12:36:29 PM
From: Jim Willie CB	Respond to of 65232

wireless and maybe secondarily electric generation I still think AMT will be an easy 10-bagger by 2004 American Tower will be a tolltaker with its wireless towers they win regardless of standards, rollouts, features they gots 13,000 towers in NoAmerican they plan to build another 10,000 by early 2002 they buy from carriers also, then rent space to multiple carriers very efficient business model with 2-yr payback on new towers and APWR (solar panels) will be at least a 20-bagger by 2006 AstroPower is making silicon substrate 30x times faster than competitors state rebates are pushing this fledgling industry only risk is insufficient supply of silicon substrate could be solved with Norwegian firm partner but WDIK, jim