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To: tom pope who wrote (19923)	5/6/1999 9:14:00 AM
From: Larry S.	Respond to of 53068

Tom, I think UMG sold off because of disappointment that there wouldn't be a bidding war for UMG. YOu have a 10% discount to the merger value, which is very typical for this stage of a stock and cash deal. In fact, is perhaps tighter spread than typical. Part of that spread is uncertainty, part of it is the fact that UMG is basically "dead money" as it will move more in response to T's price than any other factor right now. If T continues to move up, I expect UMG's price to tighten the gap. larry

To: tom pope who wrote (19923)	5/7/1999 8:38:00 AM
From: Larry S.	Read Replies (3) \| Respond to of 53068

Request for long term ideas: would appreciate people posting some ideas on stocks that they like for 6 month to 2 year holds. I realize that this is not the focus of SI, but i just liquidated some long term positions, including WCOM, and am looking for new ideas. To start things off, I will post the ones that are on the top of my list: 1. TWX - 72 1/4 -Time Warner - major company in cable, cable modem, entertainment. With the focus on cable and telephony, TWX is in the catbird seat. Don't see it being acquired, but coveted. 2. CBS - 43 1/2 -CBS is biggest network right now, major internet interest, owns large portion of INF, biggest radio co. 3. CD -17 11/16 - Cendant, real estate, motel, and transportation franschise co. co back on track after disasterous merger with CUC. target 30-40 4. CPQ - 24 5/8 - stock beaten down, still major company, will see divestitures and spin-offs and new ceo to boost earnings and performance. Also thinking about DIS, PEP, MAT, KSU, EDS, HAL, G. would appreciate responses that include minimal discussion of the company and reason for interest. tia. larry