Rande Is . . . HOME Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Rande Is . . . HOME

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Rande Is who wrote (5948)	4/25/1999 7:19:00 PM
From: stockboy	Read Replies (1) of 57584

I like T at the open if it doesn't go up. I see two possible scenarios. 1) T buys UMG. I think long term this is brilliant. Investors may run like they did when T bought TCI but T is up about 75% since then. Buying up coaxial "last mile" will allow T to provide high speed digital data transfer without implementing xdsl, which will quickly become a bad idea that thankfully never made an impact on data traffic. No one else is positioned like T to provide cable modem service and it appears that no one will be able to compete with T. There aren't enough big cable players left for the competition to buy. 2) The UMG deal doesn't go thorough and T goes back up. Basically, in scenario 1 you get T cheap and it looks better long term with UMG than without. In scenario 2 you get a short term albeit small pop. Stockboy

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next