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Technology Stocks : UCOMA UnitedGlobalCom -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (475)	6/19/2001 9:54:15 PM
From: Xenogenetic	Respond to of 489

I would have to agree with MadHarry. MSFT/LMC.A have vested too much to allow the United family to drift away. If it were a pair of other companies that did not have as grand a scope as Liberty/Microsoft, then I would be worried. There are many synergies that Liberty, especially, can exploit with United. UCOMA is one heck of a sleeper, in my opinion.

To: Madharry who wrote (475)	6/20/2001 2:28:51 PM
From: tuck	Read Replies (1) \| Respond to of 489

In the long run, your thesis may be correct. In the nearer term, the perception that european economy might outperform U.S. economy seems to be changing to a perception that it is simply lagging it, and thus due for a contraction of its own. Thus fears that european money would flee the U.S. markets are likely overblown. U.S. likely to come out of contraction first. This, combined with unfavorable regulatory decisions for UCOMA and the apparent failure of Chello, is causing folks to bail for a while. My humble opinion. The contrarian in me is looking for a bottom, but I'm too busy at the moment to try to do a thorough balance sheet analysis of this somewhat complicated company. Going to have to leave it at this thought for now. But thinking about bailing on OGSI for smaller than expected profit for similar macroeconomic reasons. Cheers, Tuck

To: Madharry who wrote (475)	7/11/2001 7:58:15 PM
From: RockyBalboa	Read Replies (3) \| Respond to of 489

MSFT wrote off the Telecomm assets per today...see MSFT billion dollar losses. A very funny comment from a Dutch guy.... UPC dood? Liberty aasgier! Plan? by: rudierobjohn Long-Term Sentiment: Strong Sell 07/08/01 06:38 am Msg: 2424 of 2444 Dit kan toch nooit een aandeel meer zijn om aan te prijzen om te kopen? Instituten dumpen, digitale ether concurrentie begint in september (de Hollandse zendmast is al klaar), voor 1 oktober moet een half miljard gulden schadevergoeding worden betaald, het strafbankje dreigt, de schuld reikt tot in de hel, alle overheden zijn tegen een kabel-verhoging, het Casema settop box expiriment is geflopt, Canal Plus draait na 10 jaar NOG STEEDS op verlies en als klap op de vuurpeil wordt er een nieuwe boekhouding geeist die negatief uitpakt voor UPC enz enz PS..en die belofte om nog dit jaar 250.000 set-topboxen uit te zetten klopt. Maar dan wel gratis in en rond Haarlem want dat moest UPC de gemeenten aldaar beloven!$!#^#@#^%$ messages.yahoo.com