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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: Robert who wrote (697)12/15/1998 9:13:00 AM
From: Rande Is  Read Replies (1) | Respond to of 57584
 
Robert, well I already predicted T, CPQ and SEEK to cross 100 by St. Patricks Day.

T in 3 years? Well there will be T and there will be A T and T consumer services. I believe they will also spin off A2B Music and the nearly acquired TCI Music [which owns DMX Music, Sonic Net and The Box], as an IPO high flier.

In other words, I think the value of A T and T will grown enormously over 3 years, but will be spread out [like TCI] over several stocks as opposed to focusing all value on T. GM does similar.

So there will be a point of diminishing returns. . .

Fine for IRAs, etc. But for the purpose of value trading, once it hits about 160, the expectations will drop dramatically. A double from there would be 320, and I don't think we will see that. . .2 for 1 split is possible, depending on how well T performs in its other areas.

TIP: TCIVA, TCIVA, LBTYA and LBTYB will convert directly into the new A T and T Consumer Services stock. I think this will be seen as the Internet side of the company. TUNE and TUNEP convert to LBTYA. So there are ways of buying this new company [merger completion pending] before it even exists. . . considering the risks involved, of course.

Rande Is