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Technology Stocks : America On-Line (AOL)

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To: Tunica Albuginea who wrote (14841)	5/5/1999 2:58:00 PM
From: Tunica Albuginea	Read Replies (1) of 41369

Voltaire,Armstrong just on CNBC with R. Insannna: Highlights and my comments in bold: 1) "deal with UMG will increase growth rate by 10 - 12 %/year and cash flow" by 20%n . Comm: Not a great growth rate, 10-12%/year, is it?: Buy AOL @ 50%+/year<g> 2) "I am looking forward to working with steve to be our broadband network" Comment: does not look like AT&T wants to be a portal or content company 3)"we are discussing with CMCST to buy their non-voting ATHM stock and in exchange give them 2 mill ATHM subscribers." Comment: does not look like AT&T is looking for subscribers 4) "I want to assure you that ANY deal with MSFT or any other software or hardware vendor WILL BE NON-EXCLUSIVE and WILL BE MULTI-VENDOR; in other words WE WILL NOT RULE OUT ANY COMPETITION." Comment: Armstrong wants T to be just be an ISP and phone company? Overall looks positive to me. Looks like Armstrong wants T to be a big phone cable Co, leaving content, portal, e-commerce to somebody else. This after all makes sense. For T to be ALL of the above is beyond their know how and capabilities. Unless of course this is blue smoke and mirrors to get the UMG deal past FCC approval, but I doubt that. TA

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