Forum Archive Index - February 2000

["hugh webber" <hugh.webber@clear.net.nz>]

Ben,
I'm not sure whether Sharechat posts SST articles but the 
Business section gets better and better. I buy the paper and 
throw the rest away and I notice some contributors referring to it.

This weekend it has particularly good articles on Telecom (E2),
a good overview Shares Slide Despite Coy Profits (E3), Net Stocks
Crash from Fatal Error (E5) and Internet Investment Warning (E6).

The Telecom article cites AAPT as being worth $A12.39 (an Australian
analyst), the importance of the Lucent/Telecom tie up, the announcement
tomorrow on its business internet venture with EDS and Microsoft (Telstra
Business News on TV One at 6.30 a.m.).

Surely Telecom has got it all? High fully imputed yield, the latest
technology,
at least 3 tech businesses to be spun off, fast areas of growth outside the
local and overseas traditional call market (that matter less and less) and
a
really brilliant acquisition in AAPT.
Here we have a rare combination of all the strengths of a blue chip with
good
management and an eye for the future with all the promise of the tech
stocks.

(Disclosure: Naturally I own Telecom stocks, I'd be a fool not to.)

cheers,
Hugh

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