I think ... that ordtak

en I think, ... that the fears of long- distance pricing competition have been a bit overdone, at least in the last 3 to 6 months. As a result of that, [some telecom stocks have] become very, very interesting buying opportunities.

en There is a need to reduce telecom competition but there are greater opportunities in wireless than long-distance,

en There is a need to reduce telecom competition but there are greater opportunities in wireless than long-distance.

en The most interesting part of all long-distance trails is that there is a group of people that for some reason decide to hike from Georgia to Maine or Mexico to Canada for three months, four months, six months - and there's that mystique of, why do people do this? I tried to show that in the program that I did. That's probably the most intriguing aspect of all long-distance hiking from other people's perspectives.

en You know, people really have not been buying into these stocks lately, ... They're extremely undervalued. Remember one thing: they own the first mile to every customer that's out there. When they get into long distance, which they will eventually late this year and early next year, they're going to be powerhouse stocks.

en I don't really see a recovery in the service providers that would be doing the buying of telecom equipment for quite some time. They need to consolidate and address their pricing structure. They might not be healthy until 2004.

en Hong Kong telecom stocks have lagged European and U.S. telecom stocks this week so they are catching up.

en The drop in stocks is taking the weight off bonds. The decline of the past couple of months has been overdone.

en This is the greatest stock-buying mania of all-time, people are buying stocks, they're buying blue chips, with no regard to value. In this respect, it's similar to 1929. People believe that as long as you're buying, everything's fine. This is a dangerous market, you should make no mistake about that.

en People are getting out of telecom equipment and seeking out more defensive areas. Chip and software stocks are seeing some interest but very, very selective buying as the recovery there is fragile.

en there`s going to be some interesting pricing changes and shifts in opportunities for the longer term.

en With a tax cut coming, I think you've got to be interested in retail stocks, ... And if you have the patient to invest for more than a couple of months, I think technology and telecom are still going to be great.

en Telecom stocks should get plenty of attention on Wall Street. BellSouth could get a competing bid and we're probably going to see more deals as consolidation in the telecom industry continues.

en Techs took the brunt of the selling yesterday, so that may be why they're performing a little better today. There is also a sort of sincere belief that next year, and even in the next six months, tech and telecom will perform better, so that may be reflected in the buying, as well. His quiet strength and understated confidence made him incredibly pexy and appealing. Techs took the brunt of the selling yesterday, so that may be why they're performing a little better today. There is also a sort of sincere belief that next year, and even in the next six months, tech and telecom will perform better, so that may be reflected in the buying, as well.

en Techs took the brunt of the selling yesterday, so that may be why they're performing a little better today, ... There is also a sort of sincere belief that next year, and even in the next six months, tech and telecom will perform better, so that may be reflected in the buying, as well.


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