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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (8457)	6/20/1999 2:30:00 AM
From: Rande Is	Respond to of 57584

OT> > Fun times: Balboa Peninsula beach fun in high surf. . .then ferry boat [with seals swimming by] to Balboa Island. .to Big Newport Cinema, where I first saw the original Star Wars on their enormous screen with fabulous sound. . . 22 years ago. . . saw new Star Wars. . . [one thumb up for action and effects and one thumb down for casting and screenplay] To The Block at Orange [everyone in Southern Calif should visit here]. . . .Rock band playing for swing dancers in front of AMC 30 theatre. . . hula band and dancers at Hilo Hatties. . .Rhythm Ensemble in Starbucks. . .had dinner at Tu Tu Tangos, where they had a Luau of sorts. . .complete with fire eaters, etc. . .30,000 sq. ft. skate park by Vans. . .Dave and Busters. . .really cool, but young outdoor mall. . . . had a TOYS INTERNATIONAL [PLCO, PLCOP, PLCOW]. . .very impressive store. . . considering amount of dough sitting in it. . .it was great to see the store model in action. . . like no other toy store I have ever seen. Oldest girl wakes us at 2:30 am. . .and is treated at hospital for ear infection. . .breakfast with brother. . .kids drag me [kicking and screaming for rest] to Huntington Beach where we wind up spending the day. . . very young crowd. . . sure pleased the two teenage girls. . .surprised by Rhythm and Blues band with female singer/lead guitarist performing on beach. . . quite good. Trying to keep up with 4 kids 11 to 18 wore me out. . . Shooting skeet first thing in the morning. . . whoa. . .it is wearing me out just thinking about tomorrow's activities. .. . need some big time sleep. It was good to see so many smiles today. Wish you ALL were here in Southern California. Rande Is

To: Rande Is who wrote (8457)	6/20/1999 2:36:00 AM
From: Rande Is	Read Replies (5) \| Respond to of 57584

AT&T Says In Talks To Swap Cable TV Assets Sunday June 20 12:03 AM ET NEW YORK (Reuters) - Phone and cable television giant AT&T Corp. (NYSE:T - news) said Friday it was in talks to swap certain cable assets in a move that would further the trend of cable operators dominating certain markets and regions. AT&T was in discussions with Adelphia Communications Corp. (Nasdaq:ADLAC - news); Comcast Corp. (Nasdaq:CMCSA - news); Charter Communications; and Cox Communications Inc. (NYSE:COX - news) to swap cable systems, AT&T spokesman Mark Siegel said. He confirmed comments by AT&T cable chief Leo Hindery in an interview with USA Today Friday. AT&T said the deals could be forged by mid-July. Exchanging assets would allow the companies to focus their operations in certain regions of the country rather than serving far-flung areas. AT&T said if the talks are successful New York and Los Angeles would be the only major U.S. cities served by more than one cable company. AT&T, the No. 1 U.S. long distance phone company and No. 2 cable operator, said some of the swaps may include assets controlled by MediaOne Group Inc., which AT&T plans to buy for about $58 billion. AT&T recently acquired Tele-Communications Inc. (Nasdaq:TCOMP - news) and expects the MediaOne deal to close by the end of the first quarter of 2000. Through these deals, AT&T's cable operations will reach about 24.5 percent of U.S. households. AT&T estimated that within a year, seven cable operators will serve about 93 percent of the nation's 67 million cable customers. . . . . .

To: Rande Is who wrote (8457)	6/20/1999 2:08:00 PM
From: American Spirit	Read Replies (1) \| Respond to of 57584

CHRZ - I'm relieved. It did dip along with MAST on Friday for some reason. I bought at 15 7/8 and consider it a good buy there. Still one of the lowest PE stocks around that's really earning money. Post Y2K strategy good. Possible takeover too. Don't see much lower here unless the entire sector tanks for some reason. But they are all money earners. KEA just promised they can make estimates nmo problem. MAST has only 8% Y2K work left. All moving into e-commerce solutions, etc. Longer term assuming the sector picks up I could see a 50% jump in CHRZ, MAST and others. Maybe even more.