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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: mishedlo who wrote (67314)5/14/2002 10:33:49 PM
From: Jdaasoc  Respond to of 99280
 
cable companies and wireless are all fighting to see which one is left standing after the other get sold in BK asset sale.

I like Comcast in cable field if the Roberts don't have any shady off the book asset deals to reveal. Aldephia nad Cablevision are toast. Latrell Sprewell, Madision Square Garden and the Wiz retail chain will not bring much in BK sale for CVC.
In wireless, Verizon and Cingular are going to survice. AWE will not.

I wish I could be more analytical but so much time it takes to find positive net tangible assets on any stocks that are out there now to do much justice of giving positive opinion.