To: Bob who wrote (15301 ) 11/19/1999 10:34:00 AM From: Rande Is Read Replies (1) | Respond to
Nope! No way. . . I have been holding my LDIG with both hands. . .even tighter than my LQID. . . especially after so many music deals signed recently and so much time passing without news by LQID. . .so I would sell a position of my LQID to buy some NETP. . . even though I still believe LQID will eventually be bought out by LDIG. But LDIG is just too important. The whole broadband internet will be a tremendous achievement, but will have a voracious appetite for content. Content providers are few and far between. . .and T's LMG.a and LDIG are stepping up to the plate, buying up whatever companies they need to position themselves to be a premier supplier of content. LDIG also makes its gains all at once. . . it sits around for a few days, then suddenly it pops 4 or 5 points, then sits at a bit higher place for several days, then bam. . .another pop. . .look at a 10 day, to see what I mean. Still don't like the way NETP has been shorted back, but it looks low enough to begin positions again with little risk, IMO. . . and hopefully it will get some news next week that will break this log jam.
