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

To: polarisnh who wrote (2242)	4/28/1999 7:46:00 PM
From: Resry	Read Replies (1) \| Respond to of 4298

Does anyone know what percent of ATHM that T will own after the XCIT merger? Obviously, there will be lots more shares outstanding after the exchange. Will T still have more than 50% of ATHM? Any insight to the synergies with T, ATHM, and XCIT? It looks to me like a monster. This is no longer a telephone company. Resry

To: polarisnh who wrote (2242)	4/30/1999 10:42:00 AM
From: wogger	Read Replies (1) \| Respond to of 4298

Today's news: cnnfn.com

To: polarisnh who wrote (2242)	5/4/1999 6:37:00 PM
From: matt gray	Read Replies (1) \| Respond to of 4298

Some thoughts: <<I believe that as the traffic on the cable modems pick up the cable vendors will be forced to extend additional fiber loops into the neighborhoods to relieve this congestion.>> Several other options are developing which make this common assumption suspect. One is WDM which will allow the existing fiber cable capability to increase the information rate [change out an amp?]. The second is utilizing more frequency space from the existing 750mhz which would reduce analog tv channel transmission count but increase IP data rates. Given that digital cable is in the works, increasing the number of channels in a given frequency band, adding IP at the cost of frequency space may be realistic.