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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Susan Saline who wrote (979)	4/5/1999 12:18:00 PM
From: BarbaraT	Read Replies (1) \| Respond to of 108040

AIT has always been a favorite of mine - have both AIT and SBC. Actually, have all the baby bells (just remember that when BEL and NYN merged, NYN was a take under! - had gone up a lot on the hype of the deal). But now the bells are down significantly from their highs and with consolidation a major theme in the industry, have to be good longer term plays. Have you taken any WCOM - my favorite in the telecommunications sector. Also have LU, but they may not meet earnings which is a concern. However, LU should do well in the next few days because of the split - earnings out 4/23 - may weaken around that time.