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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Jorj X Mckie who wrote (27697)4/12/2000 8:49:00 PM
From: The Phoenix  Read Replies (1) of 63513
 
No problem.... fwiw the MSO's are pretty narrowly defined... at least here in the states. You've got TWX/AOL, UMG which T bought and CMCSK. MOT and CSCO has the lions share (75%) of the head-ends. The rest are small market providers ...like CHTR, ADLAC, etc... Of course internationally is a different story but the story there will be wireless i think...

Nice move on the PG by the way. I'm friggin jealous...as I sit here stewing in my losses. All I can say is thank god for the large cash position I have so I can average down.

OG
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