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Technology Stocks : PC Sector Round Table

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To: Sam who wrote (1513)3/5/1999 11:23:00 AM
From: Mark Oliver  Read Replies (1) of 2025
 
Speaking of TV's and PC's, here's a company I follow that is involved with the infrastructure build out of Cable TV. The article talks about the level of communications that are becoming available.

Message 8105550

This is also a company that has had a hard time due to delays in buying as these companies have held back investment. They found a strong international market to pick up the drop in domestic spending and then you know what happened.

Well, it seems like the purchase of TCI by AT&T has put the money back into the market and domestic spending is going very well. It's quite exiting to see the developments that are happening here.

How soon will they go into telephone service, and will the cost rewards be worth it? Maybe T won't care about the cost as the strategic value is greater than initial returns. Sold my T today, and may regret it, but I still hold some very interesting leaps to console myself if I'm wrong.

Regards,

Mark
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