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Technology Stocks : Associated Group / Teligent -- Ignore unavailable to you. Want to Upgrade?

To: Tecinvestor who wrote (37)	4/8/1999 2:26:00 PM
From: Don S.Boller	Read Replies (2) \| Respond to of 76

Tecinvestor: I AGREE WITH YOUR ASSESSMENT................ Management is laid back...this is a family company. Before I invested - I ran it past one of my good friends, who also is a "pillar" in Pittsburgh business and social circles. He told me that they (AGRP A/B) folks were extremely well thought of there. It would appear that "they don't need the money"... meanwhile the asset base continues to grow...which ain't all bad! When the "market" cues in on this is problematic. But, articles like the one in the WSJ don't hurt. Some institutions are now following. I for one, am content to let the Berkman's make me "rich" slowly. Best, Don

To: Tecinvestor who wrote (37)	4/16/1999 1:22:00 PM
From: Tecinvestor	Read Replies (2) \| Respond to of 76

On April 15, 1999 Legg Mason analysts Bradley Williams and Sean Butson issued a rate change on AGRPB. The report states in pertinent part: * Raising target price on AGRPB shares to $70 from $60 and reiterating Buy rating. * Lowering risk rating to Above-Average from Speculative due to stability of underlying securities in portfolio. * Discount to portfolio value has expanded to near historical levels. * TruePosition value remains as a yet-to-be realized $12 upside for investors. This is a very good report, for all of the enumerated reasons. For those of you who are unfamiliar with Legg Mason, they have been following this stock for a long time and have issued a number of comprehensive reports on the company. I have found their research to be very good.