Kevin, we are playing with fire with T by waiting for lower entry points. . .but considering the good news with Paul Allen and the GREAT news with VO and BMG today. . . .and the stock price barely budged. . .that gives me more confidence that we could be seeing even lower prices near term. . .
Remember, too that when we look at T, we must always have an eye to their offspring. . . LMG.a, UMG, TUNE, ATHM, XCIT, GIC, NWS, TVGIA, . . .can't think of others. . .someone needs to make a list of ALL T investments from 100 percenters on down. . .this could be a great asset as we pick our winners for 2000.
Rande Is |
