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

To: lnkennedy who wrote (2209)4/25/1999 4:41:00 PM
From: Ibexx  Read Replies (1) | Respond to of 4298
 
ink,

My (semiquantitative) read of the situation us that any control over the infrastructure is worth a high premium. Look at CSCO--no real innovation by itself but IOM and everything else ultimately circumvent the competition.

Cheers,
Ibexx



To: lnkennedy who wrote (2209)4/26/1999 4:24:00 PM
From: jont  Respond to of 4298
 
Check out AT&T broker reports:

nordby.com

you may find these helpful!! Have Fun.

jont



To: lnkennedy who wrote (2209)4/26/1999 5:35:00 PM
From: George the Greek  Respond to of 4298
 
How much of a liability is the debt picture in all this
(i.e. from TCI and MediaOne acquisitions)?

Can someone give a thumbnail sketch of current
debt and cash flow (assuming the MediaOne deal goes through)?

I'm not up to date on how much of a toll
debt and cable infrastructure revamp expenses will take out of AT&T.

George


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