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To: Nemer who wrote (38598)2/21/2002 9:17:21 AM
From: Kelvin Taylor  Respond to of 53068
 
8:50AM BellSouth updates financial guidance; cuts capex (BLS) 40.45: Co updating 2002 financial guidance. BLS is reducing its capex forecast by $500 mln to the $4.8-$5.0 bln range, citing continued weakness in demand, primarily in the domestic telecom market. Announces that itexpects revenues and earnings to be affected by devaluations and deteriorating economic conditions in Argentina and Venezuela. Q1 earnings also include a non-cash charge of $200-$230 mln related to remeasurement of U.S. dollar denominated liabilities, primarily long term debt.



To: Nemer who wrote (38598)2/21/2002 9:58:08 AM
From: Nemer  Read Replies (2) | Respond to of 53068
 
"managed" Zfolio ...

longies

AFCI -- H
ANAD -- S
AYE -- H
CIEN -- S
CSCO -- S
FWC -- H
GLW -- S
GUMM -- H
INTV -- S
KM -- S
MIR -- S
NUAN -- S
NXTL -- H
PMTR -- S
PVN -- H
SMTC -- H
SOSS -- S
SPWX -- S
TFS -- H
WCOM -- H
WEC -- H

shorties .....

ANN -- C
INTU -- C
TASR -- H
NVR -- H
PG -- C
PNRA -- H
WAK -- C

I've NOT gone back and checked
on what happened to the last
'managed' Zfolio reccos I made
for each equtiy ...

but

I'll wager that enough time has passed
to make every one of the reccos
"fit" the def of the original requisites
for submission to the Zfolio ...

and

I'll further wager that taken overall ....
the reccoes beat the dickens
out of what happened since to the buy/hold/hope

<end of rant>


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