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Strategies & Market Trends : Value Investing

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To: peter michaelson who wrote (11569)	12/11/2000 10:06:24 PM
From: Madharry	of 78667

They actually have 3 distinct business but they may be down to 2 in 2001. They have virtually announced that they cannot make money in the cable broadband business they are arranging for a Charter affiliate- whose name escapes me to take over that business domestically. the foreign business has not been worked out so I dont know if that will go through or not. So they will be down to a satellite business and aerzone their venture of providing internet and email services to business travelers in airports. Their CEO - Brilliant just stepped down , i believe citing health factors. So it looks like they have two businesses and the question is how long before they turn profitable.

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