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 : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: GROUND ZERO™ who wrote (59270)	8/3/2002 7:59:10 PM
From: yard_man	Read Replies (2) \| Respond to of 94695

got a link on the fiber optic stuff? -- one thing williams did was put fiber along the pipeline ROWs, if I remember right ... Heck, they weren't the only ones -- some of our member coops have done the same thing. Most think the purchases weren't wise and it doesn't look so smart to me right now, but who knows??

To: GROUND ZERO™ who wrote (59270)	8/3/2002 8:52:07 PM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 94695

GZ, If you look at Warren Buffets investments in pipelines and communications companies lately it is investments where the risk can be covered or in the case of Williams he is adding to his pipeline empire for pennies on the dollar. His loan to Level Three was easily risk free as he could short the stock to cover his loan. I would also assume the contract included first nibs on assets prior to the bond holders. He is doing exactly what Soros does - takes no risk and has a high probability of making above market rates on his investment or is buying assets at distressed prices. This is what happens to a value investor as he/she has cash when everyone else has none to buy when assets are cheap and loan when no one else is liquid. Joan

To: GROUND ZERO™ who wrote (59270)	8/3/2002 11:57:22 PM
From: Real Man	Read Replies (1) \| Respond to of 94695

Very smart. I think fiber optic cable will be the cornerstone of the next tech revolution. As usual, this tech bubble was based on some real technological progress, which, however, lacked infrastructure. The world in 10 years will be different - computers will become another VCRs and TVs, telephone companies will die, just like railroads died, the net will be everything, from home entertainment to communications and video telephone. All that will run on fiber optic cable, and WB will have it all.