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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: cpabobp who wrote (10647)	5/24/2000 8:37:00 PM
From: Wallace Rivers	Read Replies (2) \| Respond to of 78954

Up 7% YTD, even with some total clunkers in there. Re-entered YELL today. I'm trying to add performance at the margin by writing out of the money calls.

To: cpabobp who wrote (10647)	5/25/2000 6:40:00 PM
From: Allen Furlan	Read Replies (1) \| Respond to of 78954

cpabob,re umg. Below t at 51 there is a top off added to cash portion of deal. This brings deal up to 36.27 cash and .95 t. I have been playing this for 4-5 months by selling umg out of the money puts. All my positions have expired with premium going into my account. Join us on Mike's arbitrage thread.

To: cpabobp who wrote (10647)	6/1/2000 10:46:00 PM
From: Michael Burry	Respond to of 78954

I think you put "AT & T" next to "wireless", and give them the capital power of AT&T (as evidenced by the Cellular One acquisitions), you get something that can be every bit as powerful as Nextel or Vodaphone in time. You've hit the head of the nail - it's a core long-term holding from these prices IMO, and the reason is that it is AT & T and where it sits at the juxtaposition of the communications venues. The conversion opportunity for digital cable is huge. As a personal anecdote, I've converted, and ASAP I'm going to an AT & T/Excite@home cable modem. Good investing, Mike