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

To: Softechie who wrote (92259)	7/8/2002 12:04:32 AM
From: puborectalis	Read Replies (2) \| Respond to of 99280

Another old analyst call(Jan16,02)................analyst Cary Robinson, of U.S. Bancorp Piper Jaffray, doesn't see WorldCom selling in the next 12 months. "Right now, WorldCom is the best positioned of all players in the telecom sector," he said. "They have a backbone that connects them to every country in the world and a metro network that has the largest number of areas in Europe." Any purchase offer below $20 a share would be a bad deal for the company, said Robinson, who expects WorldCom's revenue to grow by 11 percent, year over year, until 2005. SBC is growing at 1.5 percent annually while Verizon has said it expects revenues to grow by 7 percent over the next five years. WorldCom, which is trading at around $13 a share, should wait until the market recognizes its value, analysts said. "If you are [WorldCom CEO] Bernie Ebbers and have 11 percent growth, why would you sell at this level?" Robinson said.

To: Softechie who wrote (92259)	7/8/2002 1:34:04 PM
From: James Calladine	Read Replies (1) \| Respond to of 99280

Good analogy--to the Death process, as outlined by Kubler-Ross. However, I still think we have not left the DENIAL phase yet, and are just starting towards ANGER. You know: "ENE was terrible, yes, but just an aberration; XOXO, GX, TSIX, WCG--I suppose there was some overcapacity; WCOM CFO made some accounting errors, I hear---blah, blah....." In other words, there are still a lot of naive people around who think that ENE and Anderson were just the exceptional "rogue" companies and everybody else is probably fine......and that Harvey Pitt and GWB are on the case and getting things in hand..... Namaste! Jim