Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ian@SI who wrote (1439)	6/25/1998 11:07:00 AM
From: Doug	Read Replies (1) \| Respond to of 4298

All: Would appreciate any help in resolving the following consequent to the TCI deal. a: When is the deal likely to be approved. b: What will be the immediate short term impact on T's earnings.? c: What will be the debt to cash flow ratio be after the take over.? d: What is the level of Expenditure that must be further incurred to upgrade The cable Network for XDSL.? e: Are they likely to run into Consumer resistance for increased cost of set-top combined service.? f: When will earnings show an increase.? Thanks.

To: Ian@SI who wrote (1439)	6/25/1998 12:10:00 PM
From: M CAHILL	Respond to of 4298

Say ATT/TCOMA can provide consumers the next killer application - Video on demand or 500 channels. They can guarantee that given 1/3rd of the cable watching families watching TV (regardless of which channel they are tuned into) will see your commercial... don't they get a fee for this? Seems to me ATT should get the million dollar fees networks get now when there is a large viewing audience is watching. (Eg. Superbowl, Seinfeld's last episode). Why? Because with 500 channels the networks can't guarantee ratings... but ATT can guarantee everybody watching will see your commercial. They also can collect data on each customers likes and dislikes so advertisers can target the customers most likely to purchase your products.

To: Ian@SI who wrote (1439)	6/25/1998 2:12:00 PM
From: P.T.Burnem	Respond to of 4298

"So, we're confident that under AT&T's ownership, TCI's cable infrastructure will be opened up so we and others can purchase broadband connectivity wholesale and make it available to our online customers," Case also said. Fear and loathing @ AOL. AT&T will soon be in a position to offer superior Internet access to one third of AOL customers, and they are under no obligation to share their network with AOL. To compete, AOL may be forced to offer xDSL for $20-25/mo. PTB

To: Ian@SI who wrote (1439)	6/26/1998 1:42:00 AM
From: Sjp	Read Replies (2) \| Respond to of 4298

"In addition to announcing that earnings would beat estimates by at least 8 - 10 cents yesterday, here's another wrinkly that didn't get much attention..." You'd think a little news that that might have a wire article attached somewhere out there...even in the midst of the merger. News like T exceeding earnings by approx. 10% might at least get a one liner from Reuters or Bloomberg. I'm sure I'm not the only one who'd appreciate you sharing the news article that reported this. Please post the URL. Thank you.