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To: jeffbas who wrote (7875)7/28/1999 2:11:00 PM
From: Madharry  Respond to of 78843
 
analysts are not lawyers, they like to think in terms of numbers and projections and trust works well until there is a negative precedent, but by then it is usually too late. Tracking stocks have worked well for many. TCI issued many tracking stocks, and was able to mask huge levels of debt in that fashion, and it has worked for them. Will it work as well for the ATT sharehoders? Perhaps.



To: jeffbas who wrote (7875)7/29/1999 2:26:00 PM
From: Madharry  Read Replies (2) | Respond to of 78843
 
Apparently ALSC was touted on CNBC today with an asset value of $21. I believe that IDTC may now be looked at as a potential value play if you accept the valuation of its internet spin-off NTOP. Today's price on IDTC I believe is an anamoly. Suggest you do you due dilligence and invest today if possible.