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To: E.J. Neitz Jr who wrote (34686)	11/15/2001 11:01:37 AM
From: Larry S.	Respond to of 53068

OIH under 50, very serious technical shape, more drop likely. the oil collaspe will be very good for airlines and chemicals, but will present problems for the oil service and drilling industries. boom and bust. how predictable. Paul, how the tunnels looking? larry

To: E.J. Neitz Jr who wrote (34686)	11/16/2001 1:12:04 AM
From: Larry S.	Read Replies (3) \| Respond to of 53068

Telcos and T: - Ed, I read that article in Thursday's WSJ about people getting rid of 2nd phone lines and replacing them by wireless and dsl or cable modem. Yes, it is a reversal of a trend that added many second lines. I don't think that that is much of a threat. The baby bells offer some of the best wireless deals, and they likely will gain customers that they lost a second line too. while wireless margins are less than that of 2nd phone lines, it will grow. Today's WSJ has an article on T and chronicles the mis-steps and disasters they have had. truly sad. T is facing the probability that the name AT&T will disappear from the corporate structure. After they sell the cable biz to comcast or aol or cox, or split it up amongst them, they might just sell the LD to BLS or some other bidder. the child devouring the parent. strange. T is likely one to avoid. the baby bells, SBC, VZ, BLS, however, offer attractive yields, lowish PEs, apparently limited downside risk, and decent upside potential. in my scan, i noticed CWP and BCE as two telcos that are down but have a lot to offer. BCE has 7% yield, and CWP has over 2 billion in cash or more, from deal that they have made to sell assets. worth watching imo. larry