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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Softechie who wrote (13785)	1/25/2002 10:25:01 PM
From: Larry S.	Read Replies (1) \| Respond to of 78751

the big problem with amt and cci is their large debt, and the investing community's sudden phobia of debt of telco companies. AMT has huge cash flow from their towers, the demand is increasing. they should be good investments, but the charts and earnings reports are big warning signals. larry

To: Softechie who wrote (13785)	1/26/2002 1:40:59 AM
From: Paul Senior	Respond to of 78751

Regarding: "Take a look at number of companies doing successfully in this market...count 4! Yup 4 major companies: AMT CCI SBAC SITE." Not for me. I can go with negative earnings. Maybe even stock declines. But I can't go for companies that are "successful" with continual no earnings and lousy stock prices to boot. Just too darn tough for me. I have to defer to others on this thread who can ascertain the value here. Paul Senior who's been wrong many, many times