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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: johnd who wrote (44215)	5/3/2000 4:19:00 PM
From: JC Jaros	Respond to of 74651

Re: AT&T-- If ever there was a screaming symbiotic relationship in the making that begged for a merger, it would be T and MSFT (I needed to get that out of my system). --- I think T is in the :gift: range at this price. T is extremely sensitive to interest rates because the big bandwidth buildout isn't exactly being financed with monies from continuing operations. The timing of their warning unfortunately came on a day of hyper-sensitivity to rates and the Fed. I think it's *fortunate timing for investors acquiring T long term. -JCJ (long T)

To: johnd who wrote (44215)	5/3/2000 4:34:00 PM
From: Insitu	Respond to of 74651

Ouch.

To: johnd who wrote (44215)	5/3/2000 5:10:00 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 74651

johnd: Since they don't mark to the market it doesn't matter until they decide to sell. In the meanwhile those convertible preferreds are paying a dividend(tax exempt I believe) of 5% JFD

To: johnd who wrote (44215)	5/4/2000 3:26:00 AM
From: Jacob Snyder	Respond to of 74651

re: timing of AT&T recovery: Never. Sorry. Some investments just don't work out. AT&T developed its corporate culture in an environment of heavy regulation, guaranteed markets, and guaranteed profits. It has been unable to change that culture. I see WCOM, and smaller newer telecom companies (not the baby bells) continuing to take market share, in both the old voice, and the new data/internet/cable/wireless/international markets. AT&T has thrown tens of billions into various ventures, in an unsuccessful search for growth. The latest earnings report (and warning) is just a continuation of that pattern. There will be more of the same, in future quarters. Microsoft's corporate culture is so different, mixing them would be like mixing oil and water. A merger wouldn't work, and I assume that's obvious to both managements.