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Strategies & Market Trends : Value Investing

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To: Mark Adams who wrote (12099)	2/22/2001 3:37:28 PM
From: Kapusta Kid	Read Replies (2) of 78470

I need a short to show me what I'm overlooking I'm not a short, but I agonized over IDTC before passing; instead, I took an entry position in LMG.A (AT&T Liberty Media Group) for my wife's IRA. Some say John Malone has lost his touch. I'm happy to invest alongside him. I got interested in LMG.A because Wally Weitz believed the LMG baby undeservedly got thrown out with the telecom bath water. FWIW, Malone owns 10% of IDTC. Of course, he also bought a big stake (although on the cheap) in Priceline.com. Good luck.

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