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

To: Spekulatius who wrote (23135)	1/15/2006 3:01:29 PM
From: John Carragher	Read Replies (1) \| Respond to of 78751

vz is a big bet.. do not hold vz. i have comcast for tv however held off for last year and stuck with dial up for net. comcast goes down too often, for me to rely on them if i want to make a few trades. i watched vz contractors bring optic cable in here .wow heavy duty labor job. layed line about three feet under ground maybe deeper. installed control boxes between every two houses. then they run a buried line up to house when an order is placed. install new box, battery back up on system at house, connect over house lines, run new heavy duty line to pc. and set house up for wireless , no charge. Next is tv , which will be turn key system next year. I plan to switch immediately to vz tv as cable we share the line and the picture stinks imo. I am sure for about same price being on your own dedicated line reception all in HD will be outstanding. I also expect the down time will disappear on vz vs comcast coming out all the time to fine tune the system. Will they ever get a return on the cost ,, i expect it takes years for every installation. vz has my wireless account for many years, now web, next tv. and goodbye cable. i think comcast is not an exciting investment in this area either.

To: Spekulatius who wrote (23135)	1/16/2006 10:33:32 AM
From: Madharry	Read Replies (1) \| Respond to of 78751

I wonder if you or others on this thread have given consideration to the possible impact of a dollar decline in the USA on foreign investing. I seem to be getting a double benefit of owning canadian mining stocks right now from both the increase in metal prices as well as appreciation of the can $ vs. the us $. I wonder if this is entering into your portfolio allocation strategies. For this reason i am avoiding us based financial stocks for the time being.