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

To: Dale Baker who wrote (15285)	8/21/2002 7:15:19 AM
From: Larry S.	Read Replies (1) \| Respond to of 78496

TWTC may well be one of the few survivor CLECs. Most people have so much hatred for the sector after so many have gone bk and burnt investors, that it is hard to put more money into sector ( yes, i am talking about myself). thanks for idea. I think the IPP (Independent Power Producers) aka Merchant power companies - MIR, CPN, RRI, REI, DYN etc are more attractive investments if you like totally beaten down crapped out stocks with potential. larry

To: Dale Baker who wrote (15285)	8/22/2002 9:50:28 AM
From: Paul Senior	Respond to of 78496

re. TWTC. Looks like it could work. Short term, as stock continues its recovery from the depths because of belief that it'll be one of the few survivors. Long term bet too as they execute their business plan. Seems like with their loans under control, and their focused management, they could be a viable competitor. Hard to see when/if they'll make money. Doesn't seem to me to be a classic Graham stock. Still, I'd call TWTC an interesting speculative bet.