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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Teflon who wrote (1712)	5/5/1999 9:21:00 PM
From: Mike Buckley	Read Replies (2) of 54805

Teflon, Help me out please. I'm very confused about what the AT&T deal really means to ATHM. I haven't seen the details about which cable markets are being "traded" between Comcast and Media One. As a result, I don't have a handle on how this might or might not help ATHM. I surely liked the idea of the T being behind ATHM while owning Media One, but if they give a lot of ATHM's partners to Comcast, I don't know that I like it. I'm an ATHM shareholder. I'm sure I'm missing something, so be nice. :) --Mike Buckley P. S. No, I didn't buy more EMC, but I'm really surprised to see the market patently ignoring management's response to the HP situation.

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