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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (10642)	5/24/2000 8:23:00 PM
From: cpabobp	Read Replies (3) of 78921

I also like T, Mike makes some good points on his web site analysis, although I'm not sure if I can follow valuing AT&T wireless at 53 billion (yeah I understand the market math, but honestly AT&T wireless doesn't seem to have that much market hold compared to Nextel & Vodaphone). But in any case I traded in my shares of UMG since I now realized that it's actually a better deal to have T than UMG (unless I missed a revaluation, last I heard it was $30 cash plus .95 shares of T). Actually, I really don't care much about T's fundamentals, technicals or anything except that AT&T has the best chance at making a run at local service and broadband over cable. I'd also consider T a core holding for long-term (that's why I don't care much about their other fundamentals). I had been a holder of UMG and TWX since 98 and 97 respectively after being a Roadrunner subscriber (and since sold TWX when I heard I'd have to get AOL instead, damn I hate them). Also, I was just curious how everybody's portfolio is performing so far this year. Regretfully, I have dropped from +24% YTD to +11% YTD in the past 2 1/2 weeks due to heavy weighting in a couple of bad short term trades.

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