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To: patron_anejo_por_favor who wrote (144063)	1/16/2002 10:37:11 AM
From: Roads End	Read Replies (2) \| Respond to of 436258

Any news from BOE gold auction today? The SA miners are roaring again.

To: patron_anejo_por_favor who wrote (144063)	1/16/2002 10:44:51 AM
From: reaper	Respond to of 436258

here's a group to potentially have a look at finance.yahoo.com tower companies. wireless net adds in free fall, which lessens the needs for new towers. lifting of spectrum caps, which will encourage M&A of wireless service providers, will also lessen the need for towers. all these guys have HUGE debt loads, and won't be free-cash positive until 2004 at the earliest (jeez, what industry has told me that story before <g>). my play has long been SITE, as the most indebted and least likely to survive. they all might be terminal BK candidates now, and there's still a lot of market cap for AMT and CCI to shed. Cheers