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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Joan Osland Graffius who wrote (97014)7/25/2002 3:59:16 PM
From: Amir Shalit  Read Replies (1) | Respond to of 132070
 
Do you guys like SBC & VZ?

Dividend is up to 5% and they are the only stable
Telecom left due to effective monopoly in the local
market.

These two stand to benefit the most from the collapse
of the ILECs, WorldCon, Quest and possibly others
like AT&T and Sprint.



To: Joan Osland Graffius who wrote (97014)7/25/2002 4:23:55 PM
From: benwood  Respond to of 132070
 
Well... I'm off for two weeks starting tomorrow. Spent some time today lowering trimming my hedges since I plan to have my investments run on autopilot, the majority being MMs, short-term bonds, and TIAA. Got rid of 50% of my PMs this week; could be wrong, but I think the dark side beckons them (MB was right about that a few weeks ago).

I think it will be a wild two weeks for you all, but my feeling is the next big down leg will be after my vacation. Enjoy yourselves -- I will enjoy not following the market during the day for a while!

--Ben