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Strategies & Market Trends : LastShadow's Position Trading -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Jordan who wrote (18995)	8/7/1999 10:12:00 AM
From: AlienTech	Read Replies (1) \| Respond to of 43080

MSFT tracking stock? Why would MSFT want any kind of tracking stock since their own stock has a higher multiple than many real internet companies? >> With Microsoft considering a public offering of a tracking stock for its internet busines, they are going to be receiving a boatload of new cash. They will likely want to acquire a few more companies or buyout existing investments. They do not get much cheaper than ADBL. Did anyone read that provision in the prospectus about buyouts. If a company approached ADBL about a buyout, MSFT needs to be informed right away, kicking off a 3 week negotiating period which ADBL can accept or decline. Basically, a bidding war where ADBL can accpet the best deal, from company A or the deal it would work out with MSFT.

To: Jeff Jordan who wrote (18995)	8/7/1999 1:15:00 PM
From: BarbaraT	Respond to of 43080

You mean Tuesday morning, the 24th?

To: Jeff Jordan who wrote (18995)	8/8/1999 12:09:00 AM
From: TWICK	Read Replies (1) \| Respond to of 43080

Jeff, Only concern I have is that the street will be wondering if Mr. Greenshades will raise the rate one final time (3rd) after the expected raise this month. Think about it, Mr. Greenspam lowered it 3 times since summer 1998. Will he possibly take all 3 back by the October meeting ? Not sure, but I feel the concern will surface after the expected August hike. As far as the Internuts are concerned, I'm being very careful there. They still have a loooong ways to go down IMO. Twick