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To: Thean who wrote (1585)	8/6/1998 7:07:00 PM
From: Shelia Jones	Respond to of 14427

Thean, I pulled my head out of the bathroom fixtures (cleaning for those in-laws- yes there are many tales to be told) long enough to dig up some info. Nothing to report on actual trades except was stopped out of SPLS for 1/2. %Debt to Cap-----Earnings------Revenues-----P/E-----P/Book ----------------------latest Q------latest Q WTW 48%--------- up44%-------- up 240%---- 51-------9 SCTR 10%---------up73%--------up84%------68-------15 P/Cash Flow-------P/Sales------Return on Equity WTW----47----------6-----------23% SCTR---58----------7.5---------51.5% * means that it was really the estimates for LAST Q because First Call is STILL not updated. You remember - SCTR forgot to release earnings in a press release and instead stuck them in a required SEC document. Oh yeah, - they missed estimates of 16 cents and only made - what was it ? 3 cents? From Invest Tools: Westower designs, builds and maintains wireless communications transmitting and receiving facilities for providers of wireless communication services. The company's facilities are constructed for use with microwave, cellular telephone, pager and specialized mobile radio technologies. Westower's facilities are used by US Cellular, Western Wireless, Cantel, AT&T, Sprint PCS, and Microcell. Due to the advent of cellular and personal communication systems Westower focuses more on the design and installation of rooftop and other transmission and receiving facilities. The company's principal operations are in Washington, Oregon, Idaho, British Columbia, Alberta, and Canada's Northern territories Specialty TeleConstructors builds and maintains wireless communication transmitting and receiving facilities for providers of wireless communication services. It develops sites and installs steel supporting structures and towers, antennas, transmission lines, and other electronic components for use with microwave, cellular telephone, pager, and specialized mobile radio technologies. Many of the company's cellular towers are developed to blend into their surroundings. Some are placed in church steeples and others are designed to look like palm trees. Specialty TeleConstructors installs facilities for companies such as Bell Atlantic Mobile Systems, Sprint Cellular, and Nextel/Motorola. To add to the comparisons you can also ask 18acastra about LCC as well. He has stated (if I may quote you please 18acastra) "LCC now has more towers than SCTR, plus another real business that generates significant cashflow (~$25mm EBITDA), and still has 1/2 the valuation of SCTR. " If you contact him Thean just tell him you are "short the evil tower" - he'll hopefully take this as a sense of comradery . gg -------------------------------------------------------------------------------------------------------------------------------------------- One thing that I do find useful with streaming quotes with the bid/ask size and a corresponding graph (any old kind will do) is you may get a feel for the depth of the interest in a stock on the buy or sell. That's why I bagged out of ICOS last week - too many big trades on the ask with a large bid size/ask size ratio. (Pity the poor people who need this stock - Let them have it). I haven't had Level II yet but from what I gather this depth is much more obvious with it. Hope to try it out and see if true. Doc- what do you say? I'm glad all our styles are different and hopefully complementary. We can do well by working together this way. Your analytical skills are very good and well thought out. Yes, this entire Monica thing really is ironic. I live for a good irony. Don't know if the Asia markets were as convinced in this rally as the U.S. - well considering what they have been through. Since the start of the "Asia Crisis" the markets are down: Indonesia -41%, Malaysia - 69.5%, Philippines - 47%, Singapore - 46%, Thailand - 56%, Hong Kong - 52%, Japan - 21%, Taiwan - 17%, Korea - 58% -------------------------------------------------------------------------------------------------------------------------------------------- From Briefing.com AFTER THE CLOSE****** Chip Outlook: according to the Semiconductor Industry Association, sales of semiconductors fell 14.1% in June to $9.84 bln from a year-ago; sales in June also fell sequentially by 2.2% .....