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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: Rande Is who wrote (25906)5/15/2000 1:56:00 PM
From: jjetstream  Respond to of 57584
 
I must have missed Faber. . .anyone know what he said? LCOS & ATHM dumping in sync.

Faber....said 50/50 chance that the deal would happen...could be announced this week, however BIG issue is the diversity of *cultures* that must be addressed...so who knows...LCOS/TRRA deal



To: Rande Is who wrote (25906)5/15/2000 1:57:00 PM
From: carepedeum2000  Read Replies (1) | Respond to of 57584
 
i just caught him on the end, he was basically saying what the wall street journal reported and there was a 50/50 chance of the deal happening, he might have said more but i was busy trying to get people to buy exds



To: Rande Is who wrote (25906)5/15/2000 10:13:00 PM
From: carepedeum2000  Read Replies (1) | Respond to of 57584
 
athm comments

4. EXCITE@HOME GETS FAVORABLE COURT RULING

Federal District Court Judge Richard Williams of the Eastern District of
Virginia released his written opinion on whether a county in Virginia has
the ability to regulate high speed Internet access over cable. The Judge
found that four provisions in federal law clearly preempted the ability of
local governments from imposing such "forced access" requirements.

COMMENT: It can now be said that local governments are preempted by
federal law from forcing cable companies to provide any ISP's with
government-regulated access to the cable infrastructure. Similar issues
are at stake in the case under appeal in the 9th Circuit concerning the
legality of Portland, Oregon imposing such an ordinance, and in another
case in Broward County, Florida. Internet users are the big beneficiaries
of this landmark decision. The stock (ATHM) rocked higher by 13% to close
at $22. With last week's discussion of its ultimate value by AT&T (T,
$39, unch.) and the president of Comcast (CMCSK, $32, unch), the stock
continues to appear grossly undervalued.

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