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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (11092)	8/21/2000 5:53:33 PM
From: Madharry	Read Replies (2) of 78515

To me and I could be completely wrong- T was really backed into a corner. It had to buy TCI because that was the only way it could survive. Its long distance business was going into the toilet and what else did it have. At least now it has a chance to survive. Whether or not this will be good for shareholders it is hard to figure. One thing that bothers me is that ATHM is now selling for about $14 and T has committed to buying out some major shareholders for $48 a share at their option. I do not understand why it did that deal. I have also read that athm is starting to reduce its charges in different areas to encourage installation. I would think it will be difficult all the way around to figure what the cost of service and revenues 10-20 years down the road will be and what inroads will wireless have on t's cable business. wireless is being valued at $5,000 a subscriber- seems rich to me BWDIK. For now I keep liking ALSC, CEGE, MRVC, LDP, ASYT. and hope that some of my turnarounds turn around. Oddly enough EGRP is showing up for me as a technical buy. I have been watching it ever since someone recommended it in Barrons in the 20s a couple of months ago. Does anyone follow it?

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