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Strategies & Market Trends : CANSLIM - COAST TO COAST

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To: Bruce A. Brotnov who wrote (4611)4/22/1999 11:05:00 AM
From: Harold   of 6445
 
ATEL I have watched ATEL for some time.

Bruce could you and All give an opinion on the following:

Found on the YAHOO BB

"I heard that two large mulit-million blocks of ATEL bonds traded to a STRATEGIC buyer on Friday and again today.

This is exactly what happened just before the deals for PCTV and CAI were announced. PCTV and CAI set the floor for the price action, all subsequent purchases per subscriber LOS will be higher (just like in the cable industry). Who ever succeeds in rolling up this industry will land up eliminating a lot of overlapping SGA and ancilary costs. The proforma costs of these acquisitions could be very low after cost savings realizations.

A deal is just around the corner. The question is......how much will MCI, Sprint, AT&T or Craig McCaw pay"
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