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To: B. A. Marlow who wrote (608)3/13/1999 10:04:00 PM
From: chirodoc  Read Replies (2) | Respond to of 4337
 
marlow

looks like steve truly believes the phone guys will win out. i have some wcom, T, and athm.

what is the best way to play this "phone link to the net at warp speed" movement?

the best stocks besides phone cos? aware? etc? ideas?

curtis



To: B. A. Marlow who wrote (608)3/16/1999 7:06:00 PM
From: steve harmon - analyst  Read Replies (1) | Respond to of 4337
 
i think telco wins because of its cash position, that allowed att to buy tci-athm since the cash will upgrade the systems across both wires
telcos have the cash, cash is king, leverage built in