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Technology Stocks : Allegiance Telecom (ALGX) -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (78)	2/6/2002 6:59:19 PM
From: Taut Knot	Read Replies (1) \| Respond to of 145

hahaha- by then we should be at 1.75 and have bounced back to 2.50. I have played this value game before and it will hurt for a while before it gets better...if it gets better. my small position is actually too big for me. it hurts already, but I can't sell here as the amount of capital lost is gone and far less than any potential return. Gambler part of the portfolio and for now, I'm a loser. For the record, this part of the portfolio also includes UAL and AETH and NOVL.

To: Dale Baker who wrote (78)	2/24/2002 3:28:21 PM
From: FlameMe	Read Replies (1) \| Respond to of 145

what did you guys think of their earnings? it seems they need to beat the revenue estimates for a quarter or two in order to restore some confidence in the business model. i have been buying this stock every day for the last week or so because of the valuation and the extreme negative sentiment for the sector. it does occur to me that many people smarter than i think this sector is simply not a growing area and will be swamped with overcapacity for a long time. my question for anyone is this. is there overcapacity in this sector that will kill pricing? how is algx going to continue to grow when the others are not?