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

To: Jyoti sharma who wrote (3072)	1/18/1998 2:54:00 PM
From: Ron Bower	Read Replies (1) \| Respond to of 78656

Jyoti, Where, in your opinion, is telecom going next few years? Not whether it will be growing or not because that's pretty well a given, but in what areas? Do you see major growth Internationally? Where? Etc. With the growth, where's the best investment areas? I don't feel it's in the carriers, but in the hardware - but what hardware? You think fiber optics will be weak, why and what areas will be strong? Not asking for stock picks, just general projections. I like the sector, but am trying to figure out what areas show the most promise. I bought both CWP and FON last year and got nice returns until (IMO) they became overvalued to potential. Did some research on the sector then but haven't looked at it recently. Thanks, Ron