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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (3923)5/28/1999 5:01:00 PM
From: lml  Read Replies (2) of 12823
 
Saw the article myself & found it interesting.

Paul (& I know this from an undisclosed source) does not wish to overpay for cable assets. He felt ADLAC overpaid for the assets of CTYA; & I can presume he felt the same re: T's acquisition of UMG's assets. Granted, one must discount or pay a premium, depending upon the average upgrade status of the assets acquired. While UMG's assets, at least in LA, are "state of the art" (& I use that term loosely,) CTYA's assets here are relatively antiquated, with Falcon's even worse. I think Paul may become a "clustering guy" shortly.

It appears Paul has his own vision of how HFC should be upgraded to accommodate his vision of this new medium for B-C -commerce. I do think Charter, once public, will continue to acquire more assets.

Have a good weekend, all.
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