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: Z268 who wrote (1985)	2/26/1999 10:07:00 PM
From: $Mogul	Read Replies (1) \| Respond to of 4298

Yes that is entirely correct. In order for AT&T's dreams to become a working reality, a HEAP of CASH is an understatement. I believe AT&T is in a terific position to take advantage of the worlds communications (again), but the amount of CASH needed will be so tremendous that AT&T is even worried. As companies expand and aquire to keep up with the times is vital, this endeavor could be TOO MUCH for AT&T to tackle. If there is a RUMOR about AOL, I am Very Confident that it would be only a PARTNER relationship, as there is NO way that AT&T could buyout AOL, just no way!! Since AT&T is not valued as an Internet company in anyway, this could be one of their goals. At one time their LD business is their bread and butter and where the majiority of their revenue came from. Now they have LESS than 50% of this mkt. Look for AT&T to sell other assets very soon!! The question is the stock overvalued. I know many of you will say NO right off the bat, but after really doing some DD, asuming AT&T is a BROADBAND company which I feel is a great and NEW way of valuing it, the stock may be a tad overvalued until they have a better handle on their operations. I am Long AT&T and will be holding this position for at least 5 years, as I feel that the FCC will once again Regulate AT&T. $Mogul