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

To: TimbaBear who wrote (14440)	5/8/2002 8:08:33 AM
From: Dave	Respond to of 78594

The fundamentals on WCOM are decent, the main problem is that WCOM must refloat their debt in less than two years. This may present a major problem for WCOM since the capital markets are not too fond of telecom companies at this point in time.

To: TimbaBear who wrote (14440)	5/9/2002 4:42:21 PM
From: Allen Furlan	Read Replies (1) \| Respond to of 78594

Timba, for a longer term hold of badly burned tech take a look at enterasys, ets. I bought today and sold 2004/2.5 calls. Net cost of .70 and chance to triple in 20 months. They recently fired most of senior management and are undergoing restructuring. Absence of debt is what motivated me to take crapshoot.