Charter Communications (CHTR) Message Board

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Technology Stocks : Charter Communications (CHTR)

CHTR 218.25

-3.1%

2:11 PM EST

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To: HEP_Ronin who wrote (404)	11/10/1999 4:07:00 PM
From: Hawkmoon	Read Replies (1) of 2437

Hep-Ronin, The way I look at the Charter corporate structure is simply, that PA has a MAJOR vested interest in seeing Charter receive major brokerage and investor support for the shares. Afterall, CHTR is the crown jewel of his "wired world", upon which is hinged the image of all of his other holdings such as Mercata. And I don't think that GS brought this company public just to see it go up 25%. Look at MCOM as a potential indication of how a stock can move later than expected. One more point. Don't overlook AOL. I really think that PA would like to make something happen with AOL in order to recoup the opportunity cost he bore when he sold his stake in that company years ago. AOL needs a broadband strategy. PA has both CHTR and MCOM that could possibly meet part of that need. However, it is known that AOL is also looking at xDSL technologies, actually offering ADSL connectivity through BellAtlantic for $42/month. A lot of things that can happen out there when you own one of the nation's largest data pipelines and customer bases. Regards, Ron

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