Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Groundhog Day -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (2058)	4/22/2002 3:45:56 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 6346

John: I didn't read the article but my thoughts are telco stays in the dumps till 2004, maybe longer. There may be some good investments prior to then (not LU, it needs to prove it can have the balance sheet to take advantage when the economy turns) but only time will tell. 1) There is still too much debt and too much capacity so balance sheets are still under pressure. 2) Then you have the secondary issue where the local monopolies will not have competitive pressure like they did in the late 90's so their need to upgrade will be less (Verizon, Bell South, SBC, etc). I'm sure something can come out to put competitive pressure but I don't know what it is at this time (should be in the cable and wireless areas) Defense related and hosipital healthcare are the safer sectors. Defense strengthening and terrorist protection have only started.