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

To: Ron Burns who wrote (571)	5/15/1998 8:00:00 AM
From: Terrapin	Read Replies (1) \| Respond to of 663

Hi Ron, My opinion? My opinion is that TCOMA and TCIVA are the two most complicated investments I've ever made! <g> By the time I wade through the reports they will issue another one! Seriously though, I can see evidence that the strategic partnerships are working. They essentially "sold" $1M customers for $1B, or $100 debt/customer. AND they retain an interest in the partnership AND, somehow, these partnerships contributed to revenue. The rest will take me awhile but I see nothing to make me sell. As for TCIVA I was surprised to read that they will become the largest shareholder in AT&T! But I've read that report even less. Let me know if you come up with anything. I'll give them more time this weekend and report back next week. Good investing, John