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Technology Stocks : AT&T
T 25.62-1.3%Nov 24 3:59 PM EST

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To: Raptech who wrote (2763)8/14/1999 2:57:00 PM
From: $Mogul  Read Replies (2) of 4298
 
Don't forget T is on Goldmans reccomended list, just wanted to put that out there.

It is obvious that LD rates will come down to be very cheap if not free when bundled with local services, and internet etc. This has been talked about for years now. local rates will go up and Cable rates will add new price points for T to build upon and capture. In the Long Run T will have the infastructure in place and will be one of the major players like they were when they were Ma Bell...but with less of an overall advantage. It strikes me funny when analysts can's or won't acknowledge what is really going on here. No doubt that T is one of the best LONG TERM investments out there for the next 10 years.

The revenue derived from leasing out their pipes (which I feel will become reality like their LD network...ie. Resellers) will be HUGE alone.

not worried one bit about T...and will retire wit T still in my holdings.

$Mogul
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