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To: Technician who wrote (14742)	5/4/1999 11:20:00 PM
From: BigDaddyMac	Respond to of 41369

I don't like this part of the news release at all "" Sources close to Comcast said Microsoft is aware of the deal between the cable company and AT&T, but that talks between AT&T and Microsoft are continuing -- particularly about Internet-related issues. AT&T has agreed to sweeten the terms of its set-top box agreement with Microsoft, if the software company agreed to pull out of the deal, a source told the Los Angeles Times on Tuesday "" looks like Microsoft wanted nothing to do with AOL on the deal mitchell

To: Technician who wrote (14742)	5/4/1999 11:27:00 PM
From: HECTOR RUBERT	Respond to of 41369

Technician...my advice to you.....get ready to cover your SHORT soon or live in a cardboard box!! :o) Hector

To: Technician who wrote (14742)	5/5/1999 12:09:00 AM
From: Joe S Pack	Read Replies (1) \| Respond to of 41369

Technician: Talking of trailing PE even non net companies are given such loft value. For example AMAT is a market leader and is in cyclic business. But recently it was given as much high PE as some of the internets. I would like get your comment on this as to whether it is a good candidate for short/put buying. Note that this AMAT's sector is expected to recover but is not in clear yet. exchange2000.com I am right now worried more about recent T, COMCAST and MSFT's collusion than trailing PE. ATT COMCAST deal: biz.yahoo.com some ZD net spin: exchange2000.com -Nat