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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: SMALL FRY who wrote (38250)	5/5/1999 2:36:00 PM
From: Sosmartinov	Read Replies (1) \| Respond to of 120523

Got out of (today's) NITE with a few bucks...looks like it might be turning south. Probably temporary. LOOK AT USWB, what a monster. (not hype just relieved enthusiasm).

To: SMALL FRY who wrote (38250)	5/5/1999 2:43:00 PM
From: Jenna	Read Replies (2) \| Respond to of 120523

SE and IDGB yesterday's list up 2 1/16, Notice that SE was upgraded a day before earnings. This is a very BULLISH thing to have happened and I'm back in SE..target of 40.

To: SMALL FRY who wrote (38250)	5/5/1999 2:49:00 PM
From: TWICK	Read Replies (3) \| Respond to of 120523

Back in SWS at 50 1/2. Back in NITE at 126

To: SMALL FRY who wrote (38250)	5/5/1999 2:52:00 PM
From: Joe Hoek	Read Replies (2) \| Respond to of 120523

SF, ATHM on fire due to AT&T buyout of Media One and the deal with Comcast. Check out the snip from the Street.com below. AT&T get $4500 for each customer it gives over to Comcast, AND gets to use Comcast's entire cable network. This is HUGE for AT&T hence ATHM. Need to figure out how many households AT&T and ATHM can reach now over cable. I heard figures of 60-80%... WOW - I took a long lunch and didn't look at anything. AT&T at it's high of the day up almost 11% - haven't seen that before. Looks like the street loves this deal... The most obvious gain for Comcast is the cable-system swap with AT&T. Managing geographically scattered cable networks is a pain, and uneconomical. By engaging in a "rationalization" exercise with T, swapping systems to produce regional continuity, Comcast winds up with about 2 million more subscribers, net -- and pays a pricey but increasingly typical $4,500 each, about $9 billion (mainly in new stock, apparently) -- and a more profitable system. A fair number of those new subscribers lie in the New York-Philly corridor, where Comcast is already strong, so economies of scale could be significant. Less evident but at least as important is the "most favored nation" deal Comcast struck with AT&T to sell phone service over Comcast's cable systems. Without investing a dime, Comcast gets the additional dough from its revenue-sharing deal with AT&T on that phone service. Plus, AT&T promised Comcast to get that phone service up and running "on an expedited basis." Given T's present troubles with its other voice-over-cable commitments after the TCI buyout, I wonder just how truly "expedited" that offering can be. But the sooner the better, from Comcast's perspective. Finally, in a less-heralded step, AT&T is buying the Lenfest family's cable systems (for about $2 billion more), also centered in and around Philadelphia, and is handing those over to Comcast to manage. Aggregating more and more customers is a key in the cable business to increase leverage with content suppliers, so Comcast will have an even stronger hand in negotiations with present cable-channel providers and newcomers seeking carriage with these managed (but still AT&T-owned) systems For AT&T? The deals are unqualified wins. AT&T becomes in one fell swoop the nation's largest cable provider. It gains access to the entire Comcast cable network as a medium for its home telephone services. It cleans up problems with its plans to shuffle its @Home (ATHM:Nasdaq) assets.