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To: keelhaul who wrote (12030)	7/2/1999 5:12:00 PM
From: E. Davies	Read Replies (4) \| Respond to of 29970

The boob was Malone of TCI. He chose to delay upgrading the TCI wires, I guess thinking that high-speed internet was not that big a deal. Now everyone is paying for his mistake and he is not in charge anymore. AT&T is investing heavily in the improvments right now, but these things take time. Can anyone explain what the primary time limiter is in getting the system coverted to HFC? Eric

To: keelhaul who wrote (12030)	7/2/1999 6:04:00 PM
From: yihsuen	Read Replies (1) \| Respond to of 29970

keelhaul, Yeah, you are absolutely right. According the Rule #1 of Buffett - you should not invest in something that you don't understand. If you can't have access to @home service, how can you know what it is like, right? But, I was wondering about Gates (is he living in Microsoft country?) does he follow Buffett's rules? Gates joined the party on the date of T and UMG engagement with $5 billion, makes you wonder he hasn't learned enough lesson on his $1 billion (worth about ??? now?) to COMCAST. Any comment?