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


To: Ron Burns who wrote (559)4/21/1998 12:52:00 PM
From: fred woodall  Read Replies (1) | Respond to of 663
 
Salomon Smith Barney Ups TCOMA to Buy. Had it at outperform.
I'm in 32.750. Also notice 250k Bl. at the ask (33.125)



To: Ron Burns who wrote (559)5/3/1998 5:28:00 PM
From: Terrapin  Respond to of 663
 
Here is some news from Yahoo:

biz.yahoo.com
biz.yahoo.com

It looks like the giant PR campaign will begin soon as everybody focuses on selling cable's bandwidth for internet applications. This could bring a lot of the frenzied internet money into this stock.



To: Ron Burns who wrote (559)5/6/1998 6:08:00 PM
From: Terrapin  Read Replies (2) | Respond to of 663
 
Hi Ron,

This is actually a pretty important debate:

biz.yahoo.com

If TCI can swing the 720 format then they are guaranteed many more content providers (and greater fees) than under the 1020 format. The providers, of course, want to squeeze out any competing providers and hogging bandwidth is the perfect way to do it.

I have no idea what the other cable co's are doing but with Malone's poor raport with gov't anything could happen.

John