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

To: Phil(bullrider) who wrote (1546)	7/3/1998 10:57:00 AM
From: Vladimir Zelener	Read Replies (2) \| Respond to of 4298

bullrider, << You may be correct, but how many loyal LD customers like myself did they lose because of this ISP blunder. >> First of all I disagree that it was an ISP blunder. As I said earlier they did not raise the price, just limited the time to a sizeble chunk. If you would run this business and your cost per port would of been $20 a month wouldn't you try to raise more money from people sitting on the line around the clock and degrade the service for the remaining 97% of the customers? Another point to be maid here is that people on this thread overemphisizing the ISP business in the overall T business. As of now from $12.8 billions of revenue each quarter the ISP revenue amount only to $80 millions. The number of LD customers ATT has is around 80 millions, while the number of ISP customers is only 1.1 millions. The aquisition of TCI is not about Internet or 10-15 years ahead strategy into the future. It is about local voice business in the next 3 to 5 years. I find this move to be most brilliant from the time Robert Allen bought McCawl cellular and kicked off trivesture. Many people attribute the T stock move from $30 to $65 to Armstrong, I think it is completely wrong. Allan's moves at the very end of his carrier at T were very good and caused this raise.