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Technology Stocks : AT&T -- Ignore unavailable to you. Want to Upgrade?

To: P.T.Burnem who wrote (1399)	6/24/1998 7:36:00 AM
From: starpopper	Respond to of 4298

Totally agree PT...you've got to pay to play, and even with the premium offered this will be THE deal that points the way for AT&T to fully realize its potential and exert a vision of a NEW AT&T! $tar.

To: P.T.Burnem who wrote (1399)	6/24/1998 8:30:00 AM
From: P.T.Burnem	Read Replies (1) \| Respond to of 4298

Correction: it's 21,000,000 customers, at least that is the number mentioned during an interview with Armstrong and Malone that was just aired by CNBC. I was very impressed with Armstrong's grasp of technical challenges facing the industry. Basically, what he said was this: marketing alliances are helpful, but to drive the architecture of our network hence we must own the wires and plant equipment. He stressed the advantages of being able to package various telecom services - from cable TV to wireless phone - and sell it to the consumer. He also implied that AT&T was interested in further expansion of its residential customers base (more cable co acquisitions ahead?) Malone said that that TCI's plant upgrade "is not a major economic undertaking" and will be complete in the year 2000. Given that T is paying 16 times EBITDA for TCOMA, its stock will probably trade down today. Longer term, T looks like a winner. PTB Disclaimer: I don't own any AT&T but will be looking for a suitable entry point. I do have some TCI that I may unload today.

To: P.T.Burnem who wrote (1399)	6/24/1998 1:09:00 PM
From: M CAHILL	Read Replies (2) \| Respond to of 4298

I wish I one of my stocks would go up after a merger. I had CNC and it went down. TD was bought and it went down, even though they continue to be the highest rated internet trading discount brokerage and the second largest. NWS is recommended again by a major brokerage and it goes down. Wonder if the FOX TV station or the LA Dodgers will benefit from the AT&T / TCI deal? And then you have some internet companies losing money left and right with huge PE ratios and they continue to go up even though some day search engines may be replaced by mobile agents. Computer companies start losing money as prices go down and DELL still has a PE of 50-60 even though growth is slowing. I bought my first computer in 1986 replaced the motherboard once, currently a 486 66 Mhz. I think my next computer purchase will last me more than 3 years. Sony will come out with a TV Set-Top box / Playstation device / cable modem and most people won't need a computer to play games or surf the internet. Or INTC will sale a computer and a chip with the Merced inside for $200. The only box maker making money will be PAP. Disclaimer: Use Waterhouse, AT&T, TCI, SONY monitor and Playstation, WWW.FOXMARKETWIRE.COM, and like the Dodgers. Own TD, T, SNE, NWS, PAP,