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

To: Rande Is who wrote (5948)	4/25/1999 7:19:00 PM
From: stockboy	Read Replies (1) \| Respond to of 57584

I like T at the open if it doesn't go up. I see two possible scenarios. 1) T buys UMG. I think long term this is brilliant. Investors may run like they did when T bought TCI but T is up about 75% since then. Buying up coaxial "last mile" will allow T to provide high speed digital data transfer without implementing xdsl, which will quickly become a bad idea that thankfully never made an impact on data traffic. No one else is positioned like T to provide cable modem service and it appears that no one will be able to compete with T. There aren't enough big cable players left for the competition to buy. 2) The UMG deal doesn't go thorough and T goes back up. Basically, in scenario 1 you get T cheap and it looks better long term with UMG than without. In scenario 2 you get a short term albeit small pop. Stockboy