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Technology Stocks : Intermedia Communications ICIX
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To: SteveG who wrote (88)2/20/1998 4:30:00 PM
From: David H. Zimmer  Read Replies (1) of 313
 
We could talk forever. I wanted to give you the courtesy of a reply prior to being unavailable for the next few days.

Over the last two months, in behalf of myself and clients I manage, I acquired approximately 150,000 shares of METNF. I am not done and will seek additional shares on dips. It is not easy buying off the "200" share market-maker junkies -- which may lead us to consider making a market in the stock in the near future.

Over the last three years MFS Communication, BFPT and TCGI were all bought, held and tendered. ICIX is not long from securing this same fate -- AT&T the most likely candidate (they fit in so well with TCGI) but let's not forget about WCOM -- they fit in well with MFS/UUNet as well.

Also made a few bucks on COLTY, GST, ICGX and MCLD -- MCLD appears to be under technical review and hopefully will hit bottom in the near future. I never accumulated much MCLD because of its failure to concentrate its markets -- I just guessed right but someone might snatch it up when it turns EBIDTA positive.

I will take a look at ENGYV and look forward to communicating with you over this thread in the future. By the way, your profile is a little sketchy -- what do you do? Fee free to communicate privately or call me at 1-800-330-4215.

Take care

Zimmer
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